+25,809.4%
AVGO vs COO
+797.5%
+25,011.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.6% | +1.5% |
| 7D | -9.9% | +4.7% | -14.7% | -11.8% |
| 30D | -22.0% | +13.9% | -35.9% | -26.6% |
| 3M | -30.0% | -14.9% | -15.1% | -26.2% |
| 6M | -30.7% | +2.0% | -32.8% | -33.7% |
| YTD | -14.7% | -23.9% | +9.2% | -6.8% |
| 1Y | -16.8% | -9.6% | -7.2% | -16.5% |
| 3Y | +244.4% | -25.4% | +269.9% | +256.2% |
| 5Y | +474.0% | -41.2% | +515.2% | +558.9% |
| 10Y | +2,122.6% | +42.1% | +2,080.5% | +1,564.1% |
| All | +25,809.4% | +797.5% | +25,011.9% | +10,327.7% |
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