+695.6%
AVGO vs COF
+44.1%
+651.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.2% |
| 7D | +1.0% | -6.1% | +7.1% | +3.6% |
| 30D | -13.3% | -5.2% | -8.1% | -11.6% |
| 3M | -2.9% | +17.0% | -19.9% | -9.9% |
| 6M | +5.7% | +12.9% | -7.2% | -0.8% |
| YTD | +4.6% | -13.5% | +18.2% | +9.3% |
| 1Y | -1.6% | -5.9% | +4.2% | -1.6% |
| 3Y | +336.2% | +117.1% | +219.1% | +196.3% |
| 5Y | +695.6% | +45.4% | +650.3% | +495.6% |
| All | +695.6% | +44.1% | +651.5% | +495.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling