+345.6%
AVGO vs JCI
+169.7%
+175.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.0% | +2.0% | +2.3% |
| 7D | -0.3% | +5.1% | -5.4% | -3.8% |
| 30D | -13.8% | -3.8% | -10.0% | -11.6% |
| 3M | -6.9% | +1.9% | -8.8% | -8.7% |
| 6M | +11.9% | +11.2% | +0.7% | +2.6% |
| YTD | +6.9% | +22.9% | -16.1% | -10.1% |
| 1Y | +7.4% | +37.4% | -30.0% | -17.4% |
| 3Y | +345.6% | +167.8% | +177.7% | +131.8% |
| All | +345.6% | +169.7% | +175.9% | +131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 3y: compounded portfolio wealth divided by compounded JCI 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…
3y analysis · Full analysis span regression · 6 months rolling