+31,776.8%
AVGO vs SOXX
+4,331.7%
+27,445.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.5% | -1.4% |
| 7D | +1.1% | +1.4% | -0.2% | -0.2% |
| 30D | -13.0% | -3.6% | -9.4% | -10.3% |
| 3M | -6.0% | -10.2% | +4.2% | +0.6% |
| 6M | +6.4% | +54.2% | -47.9% | -33.5% |
| YTD | +5.0% | +75.2% | -70.2% | -42.5% |
| 1Y | +1.4% | +107.5% | -106.1% | -52.8% |
| 3Y | +336.8% | +226.8% | +110.1% | +37.2% |
| 5Y | +698.2% | +251.2% | +447.0% | +123.6% |
| 10Y | +2,837.0% | +1,567.6% | +1,269.4% | +64.4% |
| All | +31,776.8% | +4,331.7% | +27,445.1% | +660.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling