+335.4%
AVGO vs CDE
+797.0%
-461.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.2% | -0.4% |
| 7D | +1.0% | -6.1% | +7.1% | +2.2% |
| 30D | -13.3% | +9.5% | -22.8% | -15.2% |
| 3M | -2.9% | +32.0% | -34.9% | -9.4% |
| 6M | +5.7% | -12.8% | +18.5% | +6.2% |
| YTD | +4.6% | +14.2% | -9.6% | -2.2% |
| 1Y | -1.6% | +36.3% | -37.9% | -12.5% |
| All | +335.4% | +797.0% | -461.6% | +184.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling