+1,555.9%
AVGO vs FOXA
+90.3%
+1,465.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.1% |
| 7D | -0.3% | -0.6% | +0.3% | -0.2% |
| 30D | -13.8% | +2.3% | -16.2% | -14.7% |
| 3M | -6.9% | -2.8% | -4.1% | -7.4% |
| 6M | +11.9% | +9.6% | +2.3% | +6.2% |
| YTD | +6.9% | -9.9% | +16.8% | +8.3% |
| 1Y | +7.4% | +5.4% | +2.0% | +2.1% |
| 3Y | +345.6% | +115.3% | +230.3% | +218.7% |
| 5Y | +718.9% | +93.1% | +625.8% | +500.8% |
| All | +1,555.9% | +90.3% | +1,465.6% | +980.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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