-6.8%
AVGO vs STX
+119.7%
-126.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.1% | +6.1% | +0.3% |
| 7D | -7.5% | -20.2% | +12.7% | -1.5% |
| 30D | -10.2% | -37.2% | +27.0% | +1.6% |
| 3M | -22.0% | -34.1% | +12.0% | -14.1% |
| 6M | -21.6% | -24.5% | +2.9% | -17.9% |
| YTD | -5.4% | +102.9% | -108.4% | -31.6% |
| 1Y | -6.8% | +123.8% | -130.6% | -35.9% |
| All | -6.8% | +119.7% | -126.5% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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