-6.8%
AVGO vs EXE
-18.4%
+11.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +0.9% | -2.3% |
| 7D | -7.5% | -4.7% | -2.8% | -8.0% |
| 30D | -10.2% | +1.0% | -11.2% | -10.1% |
| 3M | -22.0% | -5.6% | -16.4% | -22.3% |
| 6M | -21.6% | -12.3% | -9.3% | -21.7% |
| YTD | -5.4% | -19.5% | +14.1% | -3.8% |
| 1Y | -6.8% | -18.9% | +12.0% | -6.3% |
| All | -6.8% | -18.4% | +11.6% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling