+25,809.4%
AVGO vs CPB
+33.3%
+25,776.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.9% |
| 7D | -9.9% | +8.0% | -17.9% | -10.6% |
| 30D | -22.0% | +22.4% | -44.4% | -23.6% |
| 3M | -30.0% | +3.8% | -33.9% | -30.4% |
| 6M | -30.7% | +13.7% | -44.4% | -32.1% |
| YTD | -14.7% | -11.7% | -3.0% | -13.8% |
| 1Y | -16.8% | -18.1% | +1.3% | -15.1% |
| 3Y | +244.4% | -34.7% | +279.2% | +255.5% |
| 5Y | +474.0% | -30.6% | +504.6% | +473.3% |
| 10Y | +2,122.6% | -37.1% | +2,159.7% | +2,104.8% |
| All | +25,809.4% | +33.3% | +25,776.1% | +15,942.0% |
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 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