+345.6%
AVGO vs CHD
+4.0%
+341.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.0% | +5.0% | +2.1% |
| 7D | -0.3% | -2.9% | +2.6% | -1.6% |
| 30D | -13.8% | -6.2% | -7.6% | -16.2% |
| 3M | -6.9% | +1.6% | -8.5% | -5.8% |
| 6M | +11.9% | -3.5% | +15.5% | +11.3% |
| YTD | +6.9% | +16.2% | -9.3% | +15.6% |
| 1Y | +7.4% | +3.4% | +4.0% | +11.8% |
| 3Y | +345.6% | +4.6% | +341.0% | +358.0% |
| All | +345.6% | +4.0% | +341.6% | +358.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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