+2,856.4%
AVGO vs O
+49.9%
+2,806.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.6% |
| 7D | -0.8% | -2.3% | +1.5% | +0.1% |
| 30D | -13.7% | -2.4% | -11.3% | -13.0% |
| 3M | -6.9% | -0.6% | -6.4% | -7.4% |
| 6M | +5.8% | -5.0% | +10.8% | +7.1% |
| YTD | +5.7% | +10.4% | -4.7% | +0.2% |
| 1Y | +9.0% | +6.6% | +2.5% | +4.6% |
| 3Y | +340.5% | +28.4% | +312.1% | +276.7% |
| 5Y | +711.1% | +15.3% | +695.8% | +627.7% |
| 10Y | +2,856.4% | +55.3% | +2,801.1% | +2,152.9% |
| All | +2,856.4% | +49.9% | +2,806.5% | +2,152.9% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling