-1.6%
AVGO vs STX
+350.5%
-352.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.3% |
| 7D | +1.0% | +8.0% | -7.0% | -1.1% |
| 30D | -13.3% | +5.1% | -18.4% | -14.9% |
| 3M | -2.9% | +5.8% | -8.6% | -6.2% |
| 6M | +5.7% | +124.9% | -119.2% | -15.9% |
| YTD | +4.6% | +213.9% | -209.3% | -26.7% |
| 1Y | -1.6% | +350.4% | -352.0% | -34.4% |
| All | -1.6% | +350.5% | -352.1% | -34.4% |
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