+9.0%
AVGO vs CPB
-30.8%
+39.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -0.9% |
| 7D | -0.8% | -8.0% | +7.2% | -4.0% |
| 30D | -13.7% | -2.4% | -11.3% | -14.2% |
| 3M | -6.9% | +0.5% | -7.5% | -5.7% |
| 6M | +5.8% | -10.5% | +16.2% | +2.9% |
| YTD | +5.7% | -17.5% | +23.2% | 0.0% |
| 1Y | +9.0% | -31.0% | +40.1% | -0.3% |
| All | +9.0% | -30.8% | +39.9% | -0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling