+31,987.2%
AVGO vs CDE
+28.3%
+31,959.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.8% | -1.4% |
| 7D | -0.8% | -2.0% | +1.2% | -0.5% |
| 30D | -13.7% | +15.7% | -29.4% | -15.7% |
| 3M | -6.9% | +30.5% | -37.5% | -10.9% |
| 6M | +5.8% | -7.4% | +13.2% | +5.4% |
| YTD | +5.7% | +17.9% | -12.2% | +1.0% |
| 1Y | +9.0% | +46.7% | -37.7% | +0.6% |
| 3Y | +340.5% | +851.3% | -510.8% | +210.7% |
| 5Y | +711.1% | +202.9% | +508.1% | +525.1% |
| 10Y | +2,856.4% | +58.2% | +2,798.2% | +2,049.8% |
| All | +31,987.2% | +28.3% | +31,959.0% | +20,804.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling