+25,618.8%
AVGO vs CSGP
+781.5%
+24,837.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -1.6% | -8.8% | -9.9% |
| 7D | -15.5% | +13.9% | -29.4% | -19.6% |
| 30D | -22.4% | +16.0% | -38.4% | -28.0% |
| 3M | -30.2% | +6.1% | -36.3% | -33.7% |
| 6M | -31.6% | -8.2% | -23.4% | -32.7% |
| YTD | -15.3% | -52.3% | +37.0% | +6.7% |
| 1Y | -18.2% | -54.5% | +36.3% | +4.8% |
| 3Y | +241.2% | -58.6% | +299.8% | +338.3% |
| 5Y | +469.8% | -61.5% | +531.3% | +632.0% |
| 10Y | +2,106.2% | +74.7% | +2,031.6% | +1,306.2% |
| All | +25,618.8% | +781.5% | +24,837.4% | +7,341.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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