+31,416.6%
AVGO vs EIX
+243.5%
+31,173.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -3.0% | -19.1% | +16.1% | +1.8% |
| 30D | -14.4% | -16.9% | +2.5% | -11.2% |
| 3M | -14.4% | -20.0% | +5.6% | -10.6% |
| 6M | +13.1% | -21.3% | +34.4% | +18.3% |
| YTD | +3.8% | -1.7% | +5.5% | +0.5% |
| 1Y | +17.8% | +9.6% | +8.2% | +9.4% |
| 3Y | +325.3% | -3.7% | +328.9% | +297.9% |
| 5Y | +689.9% | +22.6% | +667.3% | +566.4% |
| 10Y | +2,597.0% | +17.7% | +2,579.3% | +2,070.1% |
| All | +31,416.6% | +243.5% | +31,173.1% | +12,580.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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