+2,475.6%
AVGO vs CI
+147.8%
+2,327.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.5% | +1.4% | +3.3% |
| 7D | 0.0% | +2.6% | -2.6% | -0.7% |
| 30D | -8.2% | +7.3% | -15.5% | -9.9% |
| 3M | -21.3% | +9.5% | -30.8% | -23.3% |
| 6M | -22.5% | +6.4% | -29.0% | -24.7% |
| YTD | -3.6% | +12.0% | -15.6% | -7.9% |
| 1Y | -6.7% | +20.1% | -26.8% | -12.9% |
| 3Y | +258.1% | +9.6% | +248.6% | +222.4% |
| 5Y | +560.9% | +52.7% | +508.2% | +403.4% |
| 10Y | +2,475.6% | +150.3% | +2,325.4% | +1,550.5% |
| All | +2,475.6% | +147.8% | +2,327.8% | +1,550.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 10y: compounded portfolio wealth divided by compounded CI 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…
10y analysis · Full analysis span regression · 6 months rolling