+1.4%
AVGO vs CDE
+40.5%
-39.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.1% |
| 7D | +1.1% | -3.1% | +4.3% | +1.7% |
| 30D | -13.0% | +9.5% | -22.5% | -14.8% |
| 3M | -6.0% | +25.5% | -31.5% | -11.4% |
| 6M | +6.4% | -7.9% | +14.3% | +5.2% |
| YTD | +5.0% | +15.6% | -10.6% | -4.4% |
| 1Y | +1.4% | +34.0% | -32.7% | -12.0% |
| All | +1.4% | +40.5% | -39.1% | -12.0% |
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