+26,664.9%
AVGO vs MXL
+270.5%
+26,394.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.0% | -3.0% | +1.5% |
| 7D | -0.3% | +15.5% | -15.8% | -4.0% |
| 30D | -13.8% | -11.3% | -2.5% | -12.1% |
| 3M | -6.9% | -16.1% | +9.2% | -7.7% |
| 6M | +11.9% | +323.0% | -311.1% | -37.6% |
| YTD | +6.9% | +281.5% | -274.6% | -39.1% |
| 1Y | +7.4% | +319.3% | -311.9% | -41.2% |
| 3Y | +345.6% | +189.4% | +156.2% | +142.1% |
| 5Y | +718.9% | +26.0% | +692.9% | +434.2% |
| 10Y | +2,755.4% | +243.5% | +2,511.9% | +1,176.2% |
| All | +26,664.9% | +270.5% | +26,394.4% | +11,277.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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