+17.8%
AVGO vs CF
+62.4%
-44.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | -0.3% |
| 7D | -3.0% | +6.0% | -9.0% | -2.0% |
| 30D | -14.4% | +14.8% | -29.3% | -12.3% |
| 3M | -14.4% | +14.1% | -28.5% | -12.1% |
| 6M | +13.1% | +28.5% | -15.4% | +17.2% |
| YTD | +3.8% | +74.9% | -71.2% | +11.0% |
| 1Y | +17.8% | +61.7% | -43.9% | +27.5% |
| All | +17.8% | +62.4% | -44.6% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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