+17.8%
AVGO vs CDE
+54.5%
-36.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.6% |
| 7D | -3.0% | +0.5% | -3.5% | -3.1% |
| 30D | -14.4% | +21.9% | -36.3% | -18.4% |
| 3M | -14.4% | +14.9% | -29.4% | -18.0% |
| 6M | +13.1% | -10.5% | +23.6% | +12.6% |
| YTD | +3.8% | +19.3% | -15.5% | -6.7% |
| 1Y | +17.8% | +50.8% | -33.0% | -6.5% |
| All | +17.8% | +54.5% | -36.8% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CDE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling