+711.1%
AVGO vs STX
+1,117.9%
-406.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.0% | +0.9% | -0.3% |
| 7D | -0.8% | +9.6% | -10.3% | -4.5% |
| 30D | -13.7% | +10.6% | -24.3% | -18.0% |
| 3M | -6.9% | +4.8% | -11.7% | -11.8% |
| 6M | +5.8% | +137.3% | -131.5% | -31.0% |
| YTD | +5.7% | +222.5% | -216.8% | -43.0% |
| 1Y | +9.0% | +366.2% | -357.2% | -52.8% |
| 3Y | +340.5% | +1,352.9% | -1,012.4% | +2.5% |
| 5Y | +711.1% | +1,077.4% | -366.4% | +108.8% |
| All | +711.1% | +1,117.9% | -406.8% | +108.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling