+29,187.3%
AVGO vs FDX
+616.9%
+28,570.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.8% |
| 7D | 0.0% | +0.5% | -0.5% | -0.1% |
| 30D | -8.2% | +9.5% | -17.7% | -12.0% |
| 3M | -21.3% | -1.3% | -19.9% | -21.1% |
| 6M | -22.5% | +5.5% | -28.1% | -25.2% |
| YTD | -3.6% | +38.9% | -42.4% | -19.5% |
| 1Y | -6.7% | +58.8% | -65.5% | -27.2% |
| 3Y | +258.1% | +71.1% | +187.0% | +155.2% |
| 5Y | +560.9% | +76.3% | +484.6% | +343.2% |
| 10Y | +2,475.6% | +153.4% | +2,322.2% | +1,152.6% |
| All | +29,187.3% | +616.9% | +28,570.5% | +7,326.5% |
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