+570.0%
AVGO vs RIG
+62.5%
+507.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +4.1% | -8.9% | -5.3% |
| 7D | +18.2% | +5.7% | +12.4% | +17.2% |
| 30D | +0.2% | -0.7% | +0.9% | +0.1% |
| 3M | -16.8% | -3.1% | -13.6% | -16.8% |
| 6M | -16.5% | -16.3% | -0.1% | -15.1% |
| YTD | +0.8% | +34.1% | -33.3% | -5.7% |
| 1Y | +2.8% | +38.2% | -35.3% | -4.2% |
| 3Y | +278.5% | -15.3% | +293.8% | +256.4% |
| All | +570.0% | +62.5% | +507.6% | +468.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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