+244.4%
AVGO vs CPB
-35.2%
+279.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.3% |
| 7D | -9.9% | +8.0% | -17.9% | -7.6% |
| 30D | -22.0% | +22.4% | -44.4% | -16.4% |
| 3M | -30.0% | +3.8% | -33.9% | -28.4% |
| 6M | -30.7% | +13.7% | -44.4% | -26.6% |
| YTD | -14.7% | -11.7% | -3.0% | -15.1% |
| 1Y | -16.8% | -18.1% | +1.3% | -18.8% |
| 3Y | +244.4% | -34.7% | +279.2% | +211.0% |
| All | +244.4% | -35.2% | +279.6% | +211.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling