+2.8%
AVGO vs C
+23.5%
-20.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.7% | -4.7% |
| 7D | +18.2% | +4.2% | +14.0% | +15.9% |
| 30D | +0.2% | +2.0% | -1.8% | -0.4% |
| 3M | -16.8% | -10.1% | -6.7% | -13.0% |
| 6M | -16.5% | +1.0% | -17.4% | -17.7% |
| YTD | +0.8% | +8.5% | -7.7% | -6.2% |
| 1Y | +2.8% | +25.7% | -22.9% | -17.5% |
| All | +2.8% | +23.5% | -20.7% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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