+32,355.3%
AVGO vs CNC
+1,323.3%
+31,032.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.7% | +6.6% | +3.7% |
| 7D | -0.3% | -1.0% | +0.7% | -0.2% |
| 30D | -13.8% | -1.8% | -12.0% | -13.7% |
| 3M | -6.9% | -0.7% | -6.2% | -7.3% |
| 6M | +11.9% | +47.9% | -36.0% | +1.1% |
| YTD | +6.9% | +56.9% | -50.1% | -5.3% |
| 1Y | +7.4% | +123.9% | -116.5% | -13.1% |
| 3Y | +345.6% | -1.3% | +346.8% | +309.1% |
| 5Y | +718.9% | +2.8% | +716.1% | +625.5% |
| 10Y | +2,755.4% | +90.9% | +2,664.5% | +1,918.8% |
| All | +32,355.3% | +1,323.3% | +31,032.1% | +12,695.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling