+28,084.6%
AVGO vs COO
+820.1%
+27,264.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.5% | +6.3% | +7.7% |
| 7D | -0.9% | +4.3% | -5.1% | -2.6% |
| 30D | -11.6% | +17.6% | -29.2% | -17.9% |
| 3M | -25.2% | -13.9% | -11.3% | -21.4% |
| 6M | -25.4% | +6.6% | -32.0% | -30.0% |
| YTD | -7.2% | -22.0% | +14.8% | +0.4% |
| 1Y | -7.9% | -8.8% | +0.9% | -7.8% |
| 3Y | +262.1% | -21.5% | +283.6% | +265.7% |
| 5Y | +525.7% | -41.0% | +566.7% | +619.5% |
| 10Y | +2,300.3% | +40.9% | +2,259.4% | +1,704.6% |
| All | +28,084.6% | +820.1% | +27,264.5% | +11,132.5% |
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