+25,809.4%
AVGO vs C
+329.8%
+25,479.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | -9.9% | -2.4% | -7.5% | -8.8% |
| 30D | -22.0% | -6.0% | -16.0% | -19.8% |
| 3M | -30.0% | -10.5% | -19.5% | -26.5% |
| 6M | -30.7% | -5.7% | -25.0% | -29.3% |
| YTD | -14.7% | +4.1% | -18.8% | -17.1% |
| 1Y | -16.8% | +20.5% | -37.3% | -24.4% |
| 3Y | +244.4% | +208.1% | +36.3% | +103.6% |
| 5Y | +474.0% | +110.4% | +363.6% | +293.6% |
| 10Y | +2,122.6% | +234.6% | +1,888.0% | +1,053.5% |
| All | +25,809.4% | +329.8% | +25,479.6% | +11,500.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling