-1.6%
AVGO vs O
+5.5%
-7.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -1.5% |
| 7D | +1.0% | -3.5% | +4.5% | -1.2% |
| 30D | -13.3% | -3.3% | -10.0% | -15.1% |
| 3M | -2.9% | -2.8% | 0.0% | -4.5% |
| 6M | +5.7% | -5.8% | +11.5% | +3.1% |
| YTD | +4.6% | +9.4% | -4.8% | +10.1% |
| 1Y | -1.6% | +5.7% | -7.3% | +0.6% |
| All | -1.6% | +5.5% | -7.2% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling