+31,416.6%
AVGO vs C
+394.5%
+31,022.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -3.0% | +3.6% | -6.6% | -4.6% |
| 30D | -14.4% | +0.1% | -14.5% | -14.6% |
| 3M | -14.4% | +2.4% | -16.8% | -15.5% |
| 6M | +13.1% | +24.9% | -11.8% | +1.6% |
| YTD | +3.8% | +19.8% | -16.0% | -5.4% |
| 1Y | +17.8% | +44.9% | -27.1% | -1.9% |
| 3Y | +325.3% | +263.0% | +62.3% | +133.1% |
| 5Y | +689.9% | +129.5% | +560.4% | +419.6% |
| 10Y | +2,597.0% | +291.6% | +2,305.4% | +1,204.1% |
| All | +31,416.6% | +394.5% | +31,022.1% | +13,149.0% |
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