+691.7%
AVGO vs FDX
+65.4%
+626.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -3.0% | -2.5% | -0.4% | -2.2% |
| 30D | -14.4% | +3.8% | -18.2% | -15.6% |
| 3M | -14.4% | -1.3% | -13.1% | -14.3% |
| 6M | +13.1% | +5.0% | +8.1% | +10.3% |
| YTD | +3.8% | +39.6% | -35.9% | -8.6% |
| 1Y | +17.8% | +81.1% | -63.3% | -5.7% |
| 3Y | +325.3% | +63.0% | +262.2% | +238.3% |
| All | +691.7% | +65.4% | +626.2% | +480.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 5y: compounded portfolio wealth divided by compounded FDX 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…
5y analysis · Full analysis span regression · 6 months rolling