+2,660.6%
AVGO vs CNH
+106.0%
+2,554.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.6% |
| 7D | +18.2% | +3.0% | +15.1% | +16.6% |
| 30D | +0.2% | -0.6% | +0.8% | +0.1% |
| 3M | -16.8% | +14.6% | -31.4% | -22.5% |
| 6M | -16.5% | +11.8% | -28.2% | -22.1% |
| YTD | +0.8% | +30.4% | -29.6% | -13.1% |
| 1Y | +2.8% | +19.1% | -16.2% | -8.2% |
| 3Y | +278.5% | +30.2% | +248.4% | +213.3% |
| 5Y | +573.1% | -17.8% | +590.9% | +554.3% |
| All | +2,660.6% | +106.0% | +2,554.6% | +1,684.1% |
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