+32,355.3%
AVGO vs COF
+767.4%
+31,587.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | COF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.6% | +5.5% | +4.1% |
| 7D | -0.3% | +1.2% | -1.5% | -0.9% |
| 30D | -13.8% | -1.4% | -12.4% | -13.5% |
| 3M | -6.9% | +19.0% | -26.0% | -14.3% |
| 6M | +11.9% | +14.9% | -2.9% | +4.1% |
| YTD | +6.9% | -10.7% | +17.6% | +9.9% |
| 1Y | +7.4% | -1.3% | +8.7% | +5.2% |
| 3Y | +345.6% | +124.3% | +221.3% | +198.1% |
| 5Y | +718.9% | +51.1% | +667.8% | +527.3% |
| 10Y | +2,755.4% | +252.4% | +2,503.0% | +1,241.2% |
| All | +32,355.3% | +767.4% | +31,587.9% | +10,559.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COF.
Daily Out/Under-Performance
Portfolio return minus COF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded COF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling