+718.9%
AVGO vs CPB
-38.5%
+757.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.8% | +1.2% | +3.3% |
| 7D | -0.3% | -8.2% | +7.9% | -1.9% |
| 30D | -13.8% | -5.6% | -8.2% | -14.6% |
| 3M | -6.9% | +3.0% | -9.9% | -6.0% |
| 6M | +11.9% | -12.7% | +24.6% | +10.8% |
| YTD | +6.9% | -18.0% | +24.9% | +5.1% |
| 1Y | +7.4% | -31.7% | +39.1% | +3.8% |
| 3Y | +345.6% | -41.0% | +386.5% | +319.4% |
| 5Y | +718.9% | -38.4% | +757.3% | +675.5% |
| All | +718.9% | -38.5% | +757.4% | +675.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling