+31,416.6%
AVGO vs O
+465.3%
+30,951.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.5% |
| 7D | -3.0% | -0.7% | -2.2% | -2.7% |
| 30D | -14.4% | -1.9% | -12.6% | -13.8% |
| 3M | -14.4% | +3.8% | -18.3% | -16.4% |
| 6M | +13.1% | -4.7% | +17.9% | +14.4% |
| YTD | +3.8% | +12.5% | -8.7% | -2.3% |
| 1Y | +17.8% | +10.8% | +6.9% | +11.2% |
| 3Y | +325.3% | +28.8% | +296.5% | +265.1% |
| 5Y | +689.9% | +13.2% | +676.7% | +616.4% |
| 10Y | +2,597.0% | +53.5% | +2,543.5% | +1,943.0% |
| All | +31,416.6% | +465.3% | +30,951.3% | +11,924.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling