+30,513.3%
AVGO vs AAL
+315.8%
+30,197.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.1% | -3.7% | -4.5% |
| 7D | +18.2% | -0.1% | +18.2% | +18.1% |
| 30D | +0.2% | +11.7% | -11.5% | -2.2% |
| 3M | -16.8% | -12.5% | -4.2% | -14.6% |
| 6M | -16.5% | +3.6% | -20.1% | -17.8% |
| YTD | +0.8% | -14.1% | +14.9% | +2.4% |
| 1Y | +2.8% | +0.8% | +2.1% | +0.9% |
| 3Y | +278.5% | +11.8% | +266.7% | +250.1% |
| 5Y | +573.1% | -35.1% | +608.2% | +575.4% |
| 10Y | +2,598.7% | -68.3% | +2,666.9% | +2,681.9% |
| All | +30,513.3% | +315.8% | +30,197.5% | +20,078.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling