+17.8%
AVGO vs AAL
-2.5%
+20.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | 0.0% |
| 7D | -3.0% | -3.7% | +0.8% | -2.2% |
| 30D | -14.4% | -20.8% | +6.4% | -10.4% |
| 3M | -14.4% | -1.3% | -13.2% | -14.7% |
| 6M | +13.1% | +5.4% | +7.8% | +9.3% |
| YTD | +3.8% | -14.4% | +18.1% | +4.1% |
| 1Y | +17.8% | +2.1% | +15.7% | +15.3% |
| All | +17.8% | -2.5% | +20.3% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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