+28,084.6%
AVGO vs COR
+2,390.7%
+25,693.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.7% | +5.1% | +7.6% |
| 7D | -0.9% | +2.3% | -3.2% | -1.5% |
| 30D | -11.6% | +6.8% | -18.4% | -13.5% |
| 3M | -25.2% | +8.1% | -33.3% | -27.4% |
| 6M | -25.4% | +33.0% | -58.4% | -33.3% |
| YTD | -7.2% | +3.0% | -10.2% | -9.9% |
| 1Y | -7.9% | -3.4% | -4.5% | -8.6% |
| 3Y | +262.1% | +80.1% | +182.0% | +172.1% |
| 5Y | +525.7% | +194.7% | +331.0% | +274.5% |
| 10Y | +2,300.3% | +512.3% | +1,788.0% | +871.9% |
| All | +28,084.6% | +2,390.7% | +25,693.9% | +4,722.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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