+28,084.6%
AVGO vs EIX
+269.9%
+27,814.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.3% | +7.5% | +8.4% |
| 7D | -0.9% | +0.7% | -1.6% | -1.1% |
| 30D | -11.6% | +8.8% | -20.4% | -13.8% |
| 3M | -25.2% | -10.9% | -14.3% | -24.0% |
| 6M | -25.4% | -10.3% | -15.2% | -25.0% |
| YTD | -7.2% | +5.8% | -13.0% | -12.1% |
| 1Y | -7.9% | +11.4% | -19.3% | -14.4% |
| 3Y | +262.1% | +11.1% | +251.1% | +223.4% |
| 5Y | +525.7% | +18.5% | +507.2% | +438.3% |
| 10Y | +2,300.3% | +32.2% | +2,268.1% | +1,756.4% |
| All | +28,084.6% | +269.9% | +27,814.7% | +10,992.8% |
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