+2,770.9%
AVGO vs AAL
-63.7%
+2,834.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | 0.0% |
| 7D | +1.1% | -0.9% | +2.1% | +1.3% |
| 30D | -13.0% | -12.9% | -0.1% | -10.3% |
| 3M | -6.0% | -11.2% | +5.2% | -4.0% |
| 6M | +6.4% | +17.8% | -11.5% | +1.5% |
| YTD | +5.0% | -15.1% | +20.1% | +7.2% |
| 1Y | +1.4% | +0.5% | +0.9% | -0.9% |
| 3Y | +336.8% | -7.7% | +344.5% | +316.4% |
| 5Y | +698.2% | -31.3% | +729.5% | +686.0% |
| All | +2,770.9% | -63.7% | +2,834.7% | +3,151.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling