+9.0%
AVGO vs COP
+52.6%
-43.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -0.9% |
| 7D | -0.8% | -0.5% | -0.3% | -0.9% |
| 30D | -13.7% | +11.7% | -25.4% | -11.7% |
| 3M | -6.9% | +17.7% | -24.6% | -3.2% |
| 6M | +5.8% | +18.3% | -12.5% | +8.8% |
| YTD | +5.7% | +49.1% | -43.4% | +7.2% |
| 1Y | +9.0% | +53.3% | -44.3% | +10.3% |
| All | +9.0% | +52.6% | -43.5% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 1y: compounded portfolio wealth divided by compounded COP 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…
1y analysis · Full analysis span regression · 6 months rolling