+297.5%
AVGO vs CHD
+29.4%
+268.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.4% |
| 7D | +25.0% | +0.4% | +24.6% | +25.1% |
| 30D | +2.0% | +11.6% | -9.6% | +7.8% |
| 3M | -12.3% | +10.7% | -23.0% | -7.5% |
| 6M | -12.8% | +20.2% | -33.0% | -3.7% |
| YTD | +5.9% | +34.5% | -28.7% | +23.8% |
| 1Y | +3.3% | +32.6% | -29.2% | +20.4% |
| All | +297.5% | +29.4% | +268.1% | +342.5% |
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