+579.0%
AVGO vs JCI
+108.1%
+470.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.5% | +1.5% | +2.3% |
| 7D | +6.1% | +2.9% | +3.2% | +4.4% |
| 30D | -2.7% | -6.9% | +4.3% | +2.3% |
| 3M | -16.9% | -6.3% | -10.6% | -13.2% |
| 6M | -19.1% | +2.6% | -21.7% | -20.8% |
| YTD | +0.3% | +21.8% | -21.5% | -13.5% |
| 1Y | -1.2% | +19.6% | -20.8% | -13.5% |
| 3Y | +272.4% | +194.9% | +77.5% | +84.0% |
| 5Y | +579.0% | +108.1% | +470.9% | +309.5% |
| All | +579.0% | +108.1% | +470.9% | +309.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling