+695.6%
AVGO vs SPXS
-85.4%
+781.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.8% | +0.1% |
| 7D | +1.0% | +6.4% | -5.4% | +4.6% |
| 30D | -13.3% | +6.0% | -19.3% | -10.3% |
| 3M | -2.9% | -11.6% | +8.8% | -7.8% |
| 6M | +5.7% | -28.7% | +34.4% | -8.4% |
| YTD | +4.6% | -26.3% | +30.9% | -6.7% |
| 1Y | -1.6% | -34.9% | +33.3% | -16.1% |
| 3Y | +336.2% | -79.5% | +415.7% | +161.9% |
| 5Y | +695.6% | -85.9% | +781.6% | +415.7% |
| All | +695.6% | -85.4% | +781.0% | +415.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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