+31,416.6%
AVGO vs CHD
+763.2%
+30,653.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | -2.7% | -0.3% | -2.3% |
| 30D | -14.4% | -4.6% | -9.8% | -13.5% |
| 3M | -14.4% | +5.0% | -19.5% | -15.9% |
| 6M | +13.1% | -3.2% | +16.3% | +13.3% |
| YTD | +3.8% | +18.6% | -14.8% | -2.0% |
| 1Y | +17.8% | +4.8% | +13.0% | +14.7% |
| 3Y | +325.3% | +6.1% | +319.1% | +299.0% |
| 5Y | +689.9% | +24.0% | +666.0% | +582.2% |
| 10Y | +2,597.0% | +124.5% | +2,472.5% | +1,609.9% |
| All | +31,416.6% | +763.2% | +30,653.4% | +10,737.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling