+25,618.8%
AVGO vs PCAR
+691.1%
+24,927.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -1.6% | -8.9% | -9.6% |
| 7D | -15.5% | +2.2% | -17.7% | -16.5% |
| 30D | -22.4% | -4.4% | -18.0% | -20.7% |
| 3M | -30.2% | -21.4% | -8.8% | -20.6% |
| 6M | -31.6% | -7.3% | -24.2% | -29.5% |
| YTD | -15.3% | -3.8% | -11.5% | -15.3% |
| 1Y | -18.2% | +6.3% | -24.5% | -22.9% |
| 3Y | +241.2% | +34.4% | +206.8% | +172.0% |
| 5Y | +469.8% | +109.2% | +360.6% | +244.7% |
| 10Y | +2,106.2% | +312.9% | +1,793.3% | +764.2% |
| All | +25,618.8% | +691.1% | +24,927.7% | +6,658.1% |
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