+28,084.6%
AVGO vs O
+454.5%
+27,630.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.0% | +8.5% |
| 7D | -0.9% | +3.3% | -4.2% | -2.2% |
| 30D | -11.6% | +10.3% | -22.0% | -15.2% |
| 3M | -25.2% | -3.5% | -21.7% | -24.4% |
| 6M | -25.4% | -1.3% | -24.2% | -25.9% |
| YTD | -7.2% | +10.3% | -17.5% | -12.2% |
| 1Y | -7.9% | +10.4% | -18.3% | -13.1% |
| 3Y | +262.1% | +40.0% | +222.1% | +198.6% |
| 5Y | +525.7% | +12.4% | +513.3% | +468.2% |
| 10Y | +2,300.3% | +78.2% | +2,222.1% | +1,610.4% |
| All | +28,084.6% | +454.5% | +27,630.1% | +10,708.1% |
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