-10.2%
AVGO vs C
+22.9%
-33.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.5% | +6.3% | +7.6% |
| 7D | -0.9% | -0.9% | +0.1% | -0.2% |
| 30D | -11.6% | -5.4% | -6.2% | -9.4% |
| 3M | -25.2% | -9.2% | -16.0% | -22.0% |
| 6M | -25.4% | -1.8% | -23.6% | -25.6% |
| YTD | -7.2% | +6.7% | -13.9% | -13.2% |
| All | -10.2% | +22.9% | -33.1% | -27.5% |
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