+262.1%
AVGO vs O
+36.9%
+225.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.0% | +9.1% |
| 7D | -0.9% | +3.3% | -4.2% | +0.3% |
| 30D | -11.6% | +10.3% | -22.0% | -8.5% |
| 3M | -25.2% | -3.5% | -21.7% | -25.8% |
| 6M | -25.4% | -1.3% | -24.2% | -25.3% |
| YTD | -7.2% | +10.3% | -17.5% | -4.4% |
| 1Y | -7.9% | +10.4% | -18.3% | -5.0% |
| 3Y | +262.1% | +40.0% | +222.1% | +274.3% |
| All | +262.1% | +36.9% | +225.2% | +274.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling