+30,355.4%
AVGO vs O
+455.1%
+29,900.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | +6.1% | +0.6% | +5.5% | +5.8% |
| 30D | -2.7% | +9.4% | -12.1% | -6.3% |
| 3M | -16.9% | -2.4% | -14.5% | -16.3% |
| 6M | -19.1% | -1.9% | -17.3% | -19.4% |
| YTD | +0.3% | +10.5% | -10.2% | -5.2% |
| 1Y | -1.2% | +10.0% | -11.2% | -6.6% |
| 3Y | +272.4% | +40.5% | +232.0% | +206.7% |
| 5Y | +579.0% | +10.2% | +568.8% | +522.2% |
| 10Y | +2,584.7% | +82.5% | +2,502.3% | +1,794.5% |
| All | +30,355.4% | +455.1% | +29,900.2% | +11,573.7% |
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