-6.8%
AVGO vs CNI
+37.5%
-44.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.1% | -1.8% |
| 7D | -7.5% | +3.7% | -11.2% | -7.2% |
| 30D | -10.2% | +8.1% | -18.3% | -9.7% |
| 3M | -22.0% | +1.9% | -23.9% | -21.8% |
| 6M | -21.6% | +19.2% | -40.8% | -21.8% |
| YTD | -5.4% | +32.7% | -38.2% | -5.6% |
| 1Y | -6.8% | +37.0% | -43.8% | -6.3% |
| All | -6.8% | +37.5% | -44.4% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 1y: compounded portfolio wealth divided by compounded CNI 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…
1y analysis · Full analysis span regression · 6 months rolling