+30,355.4%
AVGO vs AAL
+345.1%
+30,010.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +6.1% | +3.4% | +2.6% | +5.5% |
| 30D | -2.7% | +11.7% | -14.4% | -5.0% |
| 3M | -16.9% | -7.8% | -9.1% | -15.6% |
| 6M | -19.1% | +10.2% | -29.4% | -21.4% |
| YTD | +0.3% | -8.0% | +8.3% | +0.5% |
| 1Y | -1.2% | +8.5% | -9.7% | -4.5% |
| 3Y | +272.4% | +19.5% | +252.9% | +240.0% |
| 5Y | +579.0% | -33.9% | +612.9% | +578.2% |
| 10Y | +2,584.7% | -66.0% | +2,650.7% | +2,630.8% |
| All | +30,355.4% | +345.1% | +30,010.2% | +19,708.0% |
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