+28,084.6%
AVGO vs COP
+611.9%
+27,472.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.3% | +10.1% | +9.2% |
| 7D | -0.9% | -8.4% | +7.6% | +1.9% |
| 30D | -11.6% | +0.3% | -11.9% | -12.0% |
| 3M | -25.2% | +15.1% | -40.3% | -29.1% |
| 6M | -25.4% | +19.8% | -45.2% | -30.8% |
| YTD | -7.2% | +46.8% | -54.0% | -20.7% |
| 1Y | -7.9% | +59.7% | -67.6% | -23.8% |
| 3Y | +262.1% | +28.7% | +233.4% | +216.9% |
| 5Y | +525.7% | +110.7% | +415.0% | +337.2% |
| 10Y | +2,300.3% | +298.3% | +2,002.0% | +1,041.2% |
| All | +28,084.6% | +611.9% | +27,472.7% | +8,887.5% |
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