+25,809.4%
AVGO vs PCAR
+672.0%
+25,137.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.2% | +2.1% |
| 7D | -9.9% | +0.1% | -10.0% | -10.0% |
| 30D | -22.0% | -4.6% | -17.4% | -20.2% |
| 3M | -30.0% | -22.6% | -7.5% | -19.8% |
| 6M | -30.7% | -12.0% | -18.8% | -26.6% |
| YTD | -14.7% | -6.1% | -8.6% | -13.5% |
| 1Y | -16.8% | +6.3% | -23.1% | -21.7% |
| 3Y | +244.4% | +31.8% | +212.6% | +177.4% |
| 5Y | +474.0% | +104.2% | +369.9% | +251.9% |
| 10Y | +2,122.6% | +302.9% | +1,819.6% | +782.1% |
| All | +25,809.4% | +672.0% | +25,137.4% | +6,798.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling