+3.3%
AVGO vs CPRT
-22.3%
+25.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.1% | +5.3% |
| 7D | +25.0% | -1.5% | +26.5% | +24.3% |
| 30D | +2.0% | +21.3% | -19.4% | +9.9% |
| 3M | -12.3% | +10.4% | -22.6% | -7.9% |
| 6M | -12.8% | -4.3% | -8.5% | -10.0% |
| YTD | +5.9% | -18.3% | +24.1% | +7.4% |
| 1Y | +3.3% | -22.5% | +25.8% | -2.8% |
| All | +3.3% | -22.3% | +25.7% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling