+339.7%
AVGO vs O
+28.0%
+311.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -1.5% |
| 7D | -0.8% | -2.3% | +1.5% | -1.4% |
| 30D | -13.7% | -2.4% | -11.3% | -14.3% |
| 3M | -6.9% | -0.6% | -6.4% | -7.1% |
| 6M | +5.8% | -5.0% | +10.8% | +4.9% |
| YTD | +5.7% | +10.4% | -4.7% | +7.7% |
| 1Y | +9.0% | +6.6% | +2.5% | +10.6% |
| All | +339.7% | +28.0% | +311.7% | +359.0% |
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