+29,187.4%
AVGO vs COP
+617.8%
+28,569.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.1% | +3.7% |
| 7D | 0.0% | -6.1% | +6.1% | +1.9% |
| 30D | -8.2% | +1.1% | -9.3% | -8.8% |
| 3M | -21.3% | +10.9% | -32.2% | -24.4% |
| 6M | -22.5% | +20.8% | -43.3% | -28.3% |
| YTD | -3.6% | +48.0% | -51.6% | -17.8% |
| 1Y | -6.7% | +58.5% | -65.2% | -22.5% |
| 3Y | +258.1% | +28.1% | +230.0% | +214.0% |
| 5Y | +560.9% | +120.5% | +440.4% | +354.3% |
| 10Y | +2,475.6% | +310.1% | +2,165.5% | +1,110.5% |
| All | +29,187.4% | +617.8% | +28,569.6% | +9,215.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling