+17.8%
AVGO vs STX
+382.7%
-364.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.3% | -6.1% | -1.5% |
| 7D | -3.0% | +2.4% | -5.3% | -3.6% |
| 30D | -14.4% | +1.4% | -15.8% | -15.3% |
| 3M | -14.4% | -8.2% | -6.2% | -13.9% |
| 6M | +13.1% | +127.0% | -113.9% | -10.5% |
| YTD | +3.8% | +209.1% | -205.4% | -27.3% |
| 1Y | +17.8% | +365.4% | -347.6% | -21.4% |
| All | +17.8% | +382.7% | -364.9% | -21.4% |
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