+553.0%
AVGO vs PCOR
-17.1%
+570.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.3% | +4.2% | +4.0% |
| 7D | 0.0% | +20.7% | -20.8% | -5.3% |
| 30D | -8.2% | +35.7% | -43.8% | -15.8% |
| 3M | -21.3% | +31.1% | -52.3% | -27.6% |
| 6M | -22.5% | +43.1% | -65.7% | -31.1% |
| YTD | -3.6% | +4.8% | -8.4% | -7.4% |
| 1Y | -6.7% | -3.7% | -3.0% | -7.8% |
| 3Y | +258.1% | +46.5% | +211.6% | +199.1% |
| All | +553.0% | -17.1% | +570.1% | +491.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 5y: compounded portfolio wealth divided by compounded PCOR 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…
5y analysis · Full analysis span regression · 6 months rolling