+2,660.6%
AVGO vs CPB
-38.9%
+2,699.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +3.2% | -7.9% | -4.7% |
| 7D | +18.2% | -1.6% | +19.7% | +18.1% |
| 30D | +0.2% | +19.2% | -19.0% | +0.6% |
| 3M | -16.8% | -0.9% | -15.9% | -16.6% |
| 6M | -16.5% | +15.2% | -31.7% | -16.4% |
| YTD | +0.8% | -13.1% | +13.9% | +1.6% |
| 1Y | +2.8% | -22.4% | +25.3% | +4.1% |
| 3Y | +278.5% | -35.3% | +313.9% | +281.4% |
| 5Y | +573.1% | -33.0% | +606.1% | +569.3% |
| All | +2,660.6% | -38.9% | +2,699.5% | +2,428.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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