+28,084.6%
AVGO vs CPRT
+1,371.7%
+26,712.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.6% | +7.2% | +8.0% |
| 7D | -0.9% | +1.6% | -2.5% | -1.8% |
| 30D | -11.6% | +18.8% | -30.4% | -19.4% |
| 3M | -25.2% | +9.4% | -34.6% | -30.2% |
| 6M | -25.4% | -4.4% | -21.1% | -26.9% |
| YTD | -7.2% | -17.1% | +9.9% | -2.5% |
| 1Y | -7.9% | -19.9% | +12.0% | -1.7% |
| 3Y | +262.1% | -30.5% | +292.6% | +312.3% |
| 5Y | +525.7% | -15.9% | +541.6% | +532.0% |
| 10Y | +2,300.3% | +386.7% | +1,913.6% | +860.3% |
| All | +28,084.6% | +1,371.7% | +26,712.9% | +6,241.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling