+2,856.4%
AVGO vs CNH
+157.1%
+2,699.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -2.0% |
| 7D | -0.8% | +1.8% | -2.6% | -1.7% |
| 30D | -13.7% | +32.6% | -46.4% | -23.4% |
| 3M | -6.9% | +29.4% | -36.4% | -17.0% |
| 6M | +5.8% | +26.0% | -20.2% | -5.4% |
| YTD | +5.7% | +52.2% | -46.5% | -13.3% |
| 1Y | +9.0% | +23.9% | -14.8% | -3.1% |
| 3Y | +340.5% | +10.1% | +330.4% | +295.9% |
| 5Y | +711.1% | +13.2% | +697.9% | +595.8% |
| 10Y | +2,856.4% | +160.7% | +2,695.7% | +1,710.2% |
| All | +2,856.4% | +157.1% | +2,699.3% | +1,710.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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