+2,856.4%
AVGO vs CPRT
+410.9%
+2,445.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.3% |
| 7D | -0.8% | -0.4% | -0.4% | -0.8% |
| 30D | -13.7% | +8.2% | -22.0% | -18.0% |
| 3M | -6.9% | +2.3% | -9.2% | -10.2% |
| 6M | +5.8% | -14.7% | +20.5% | +11.9% |
| YTD | +5.7% | -18.2% | +23.9% | +13.6% |
| 1Y | +9.0% | -33.4% | +42.4% | +31.1% |
| 3Y | +340.5% | -28.3% | +368.8% | +400.7% |
| 5Y | +711.1% | -9.8% | +720.9% | +692.1% |
| 10Y | +2,856.4% | +412.4% | +2,444.0% | +1,517.2% |
| All | +2,856.4% | +410.9% | +2,445.5% | +1,517.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 10y: compounded portfolio wealth divided by compounded CPRT 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…
10y analysis · Full analysis span regression · 6 months rolling