-10.2%
AVGO vs PCAR
+9.3%
-19.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.7% | +5.1% | +7.9% |
| 7D | -0.9% | +2.9% | -3.8% | -1.5% |
| 30D | -11.6% | -2.1% | -9.5% | -11.3% |
| 3M | -25.2% | -20.4% | -4.8% | -20.5% |
| 6M | -25.4% | -7.0% | -18.5% | -24.4% |
| YTD | -7.2% | -2.6% | -4.5% | -6.9% |
| All | -10.2% | +9.3% | -19.5% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 1y: compounded portfolio wealth divided by compounded PCAR 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…
1y analysis · Full analysis span regression · 6 months rolling