+31,416.6%
AVGO vs FDX
+620.9%
+30,795.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -3.0% | -2.5% | -0.4% | -1.8% |
| 30D | -14.4% | +3.8% | -18.2% | -16.1% |
| 3M | -14.4% | -1.3% | -13.1% | -14.4% |
| 6M | +13.1% | +5.0% | +8.1% | +9.0% |
| YTD | +3.8% | +39.6% | -35.9% | -13.4% |
| 1Y | +17.8% | +81.1% | -63.3% | -13.8% |
| 3Y | +325.3% | +63.0% | +262.2% | +210.9% |
| 5Y | +689.9% | +65.6% | +624.3% | +446.8% |
| 10Y | +2,597.0% | +183.4% | +2,413.6% | +1,129.0% |
| All | +31,416.6% | +620.9% | +30,795.7% | +7,887.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling