+29,187.3%
AVGO vs CPB
+30.2%
+29,157.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +4.0% |
| 7D | 0.0% | +2.9% | -2.9% | -0.4% |
| 30D | -8.2% | +17.6% | -25.8% | -9.7% |
| 3M | -21.3% | +2.0% | -23.3% | -21.5% |
| 6M | -22.5% | +11.6% | -34.2% | -23.9% |
| YTD | -3.6% | -13.8% | +10.2% | -2.3% |
| 1Y | -6.7% | -21.6% | +14.9% | -4.3% |
| 3Y | +258.1% | -35.8% | +294.0% | +269.8% |
| 5Y | +560.9% | -33.3% | +594.2% | +564.2% |
| 10Y | +2,475.6% | -39.4% | +2,515.0% | +2,475.4% |
| All | +29,187.3% | +30.2% | +29,157.1% | +18,068.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling