+31,416.6%
AVGO vs COP
+610.8%
+30,805.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.6% |
| 7D | -3.0% | +3.0% | -6.0% | -3.9% |
| 30D | -14.4% | +17.5% | -31.9% | -18.9% |
| 3M | -14.4% | +13.4% | -27.8% | -18.5% |
| 6M | +13.1% | +17.7% | -4.6% | +5.5% |
| YTD | +3.8% | +46.6% | -42.8% | -10.7% |
| 1Y | +17.8% | +44.6% | -26.8% | +1.4% |
| 3Y | +325.3% | +20.7% | +304.6% | +281.8% |
| 5Y | +689.9% | +185.0% | +504.9% | +394.5% |
| 10Y | +2,597.0% | +347.0% | +2,250.0% | +1,121.3% |
| All | +31,416.6% | +610.8% | +30,805.9% | +10,020.7% |
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