+31,776.8%
AVGO vs CNQ
+474.3%
+31,302.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | -13.0% | +6.2% | -19.2% | -14.6% |
| 3M | -6.0% | +12.4% | -18.3% | -9.7% |
| 6M | +6.4% | +9.0% | -2.7% | +2.3% |
| YTD | +5.0% | +52.2% | -47.2% | -9.4% |
| 1Y | +1.4% | +65.0% | -63.6% | -14.8% |
| 3Y | +336.8% | +78.8% | +258.0% | +252.1% |
| 5Y | +698.2% | +286.0% | +412.2% | +390.0% |
| 10Y | +2,837.0% | +420.7% | +2,416.3% | +1,305.8% |
| All | +31,776.8% | +474.3% | +31,302.5% | +12,933.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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