-6.8%
AVGO vs SOXX
+50.4%
-57.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | +0.1% |
| 7D | -7.5% | -13.7% | +6.2% | +1.9% |
| 30D | -10.2% | -23.6% | +13.4% | +7.2% |
| 3M | -22.0% | -16.9% | -5.1% | -12.2% |
| 6M | -21.6% | -2.4% | -19.2% | -24.5% |
| YTD | -5.4% | +49.8% | -55.3% | -39.2% |
| 1Y | -6.8% | +52.5% | -59.4% | -40.2% |
| All | -6.8% | +50.4% | -57.3% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 SOXX 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