+30,513.3%
AVGO vs EOG
+485.1%
+30,028.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.7% | -6.5% | -5.3% |
| 7D | +18.2% | +7.6% | +10.5% | +15.8% |
| 30D | +0.2% | +3.4% | -3.1% | -0.9% |
| 3M | -16.8% | +12.7% | -29.5% | -20.0% |
| 6M | -16.5% | +19.0% | -35.5% | -21.6% |
| YTD | +0.8% | +55.6% | -54.7% | -13.5% |
| 1Y | +2.8% | +49.5% | -46.7% | -10.8% |
| 3Y | +278.5% | +43.2% | +235.4% | +228.9% |
| 5Y | +573.1% | +111.8% | +461.2% | +397.4% |
| 10Y | +2,598.7% | +140.4% | +2,458.3% | +1,543.6% |
| All | +30,513.3% | +485.1% | +30,028.2% | +12,537.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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