+32,355.3%
AVGO vs CNI
+563.5%
+31,791.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +2.9% | +3.0% |
| 7D | -0.3% | +2.5% | -2.8% | -1.9% |
| 30D | -13.8% | -2.5% | -11.3% | -12.5% |
| 3M | -6.9% | +2.7% | -9.6% | -9.3% |
| 6M | +11.9% | +16.9% | -5.0% | -0.5% |
| YTD | +6.9% | +26.3% | -19.4% | -10.5% |
| 1Y | +7.4% | +31.1% | -23.7% | -12.8% |
| 3Y | +345.6% | +21.1% | +324.5% | +275.1% |
| 5Y | +718.9% | +11.0% | +707.9% | +620.0% |
| 10Y | +2,755.4% | +128.1% | +2,627.2% | +1,351.3% |
| All | +32,355.3% | +563.5% | +31,791.8% | +7,513.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling