+30,513.3%
AVGO vs JCI
+1,295.5%
+29,217.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.3% | -2.5% | -3.4% |
| 7D | +18.2% | +3.2% | +15.0% | +16.0% |
| 30D | +0.2% | -8.6% | +8.8% | +6.2% |
| 3M | -16.8% | -7.7% | -9.1% | -12.5% |
| 6M | -16.5% | -2.6% | -13.9% | -15.3% |
| YTD | +0.8% | +17.4% | -16.5% | -9.6% |
| 1Y | +2.8% | +16.9% | -14.1% | -7.5% |
| 3Y | +278.5% | +186.7% | +91.8% | +99.3% |
| 5Y | +573.1% | +95.4% | +477.7% | +333.7% |
| 10Y | +2,598.7% | +292.7% | +2,305.9% | +985.7% |
| All | +30,513.3% | +1,295.5% | +29,217.8% | +5,344.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling