+2,300.3%
AVGO vs CPRT
+399.1%
+1,901.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.6% | +7.2% | +8.1% |
| 7D | -0.9% | +1.6% | -2.5% | -1.7% |
| 30D | -11.6% | +18.8% | -30.4% | -19.1% |
| 3M | -25.2% | +9.4% | -34.6% | -30.1% |
| 6M | -25.4% | -4.4% | -21.1% | -26.6% |
| YTD | -7.2% | -17.1% | +9.9% | -1.9% |
| 1Y | -7.9% | -19.9% | +12.0% | -1.2% |
| 3Y | +262.1% | -30.5% | +292.6% | +315.1% |
| 5Y | +525.7% | -15.9% | +541.6% | +529.1% |
| 10Y | +2,300.3% | +386.7% | +1,913.6% | +1,216.8% |
| All | +2,300.3% | +399.1% | +1,901.2% | +1,216.8% |
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