+2,475.6%
AVGO vs CPB
-40.9%
+2,516.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +3.9% |
| 7D | 0.0% | +2.9% | -2.9% | 0.0% |
| 30D | -8.2% | +17.6% | -25.8% | -7.9% |
| 3M | -21.3% | +2.0% | -23.3% | -21.1% |
| 6M | -22.5% | +11.6% | -34.2% | -22.4% |
| YTD | -3.6% | -13.8% | +10.2% | -2.8% |
| 1Y | -6.7% | -21.6% | +14.9% | -5.6% |
| 3Y | +258.1% | -35.8% | +294.0% | +260.7% |
| 5Y | +560.9% | -33.3% | +594.2% | +556.5% |
| 10Y | +2,475.6% | -39.4% | +2,515.0% | +2,260.0% |
| All | +2,475.6% | -40.9% | +2,516.5% | +2,260.0% |
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