+339.7%
AVGO vs CNC
-2.4%
+342.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.2% |
| 7D | -0.8% | -4.9% | +4.1% | -1.1% |
| 30D | -13.7% | -3.8% | -10.0% | -13.9% |
| 3M | -6.9% | -3.2% | -3.7% | -7.0% |
| 6M | +5.8% | +47.9% | -42.1% | +7.9% |
| YTD | +5.7% | +55.7% | -50.0% | +8.1% |
| 1Y | +9.0% | +106.2% | -97.2% | +13.3% |
| All | +339.7% | -2.4% | +342.1% | +352.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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