+31,416.6%
AVGO vs COO
+901.6%
+30,515.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.9% |
| 7D | -3.0% | -2.2% | -0.7% | -2.0% |
| 30D | -14.4% | -7.0% | -7.4% | -11.9% |
| 3M | -14.4% | +12.2% | -26.6% | -20.0% |
| 6M | +13.1% | -15.1% | +28.2% | +19.6% |
| YTD | +3.8% | -15.1% | +18.9% | +9.6% |
| 1Y | +17.8% | +2.3% | +15.4% | +13.0% |
| 3Y | +325.3% | -23.7% | +348.9% | +344.1% |
| 5Y | +689.9% | -38.9% | +728.9% | +809.8% |
| 10Y | +2,597.0% | +49.9% | +2,547.1% | +1,898.7% |
| All | +31,416.6% | +901.6% | +30,515.0% | +12,166.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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