+28,084.6%
AVGO vs EXPE
+798.5%
+27,286.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | -0.9% | -13.3% | +12.5% | +2.9% |
| 30D | -11.6% | -5.5% | -6.1% | -10.9% |
| 3M | -25.2% | -16.5% | -8.7% | -22.5% |
| 6M | -25.4% | +13.1% | -38.5% | -29.9% |
| YTD | -7.2% | -8.0% | +0.8% | -8.9% |
| 1Y | -7.9% | +1.1% | -9.0% | -12.3% |
| 3Y | +262.1% | +131.2% | +131.0% | +159.6% |
| 5Y | +525.7% | +39.8% | +485.9% | +395.4% |
| 10Y | +2,300.3% | +118.5% | +2,181.9% | +1,380.0% |
| All | +28,084.6% | +798.5% | +27,286.1% | +10,058.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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