+606.7%
AVGO vs STX
+493.0%
+113.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +6.0% |
| 7D | +25.0% | +16.8% | +8.1% | +17.1% |
| 30D | +2.0% | -27.0% | +29.0% | +15.0% |
| 3M | -12.3% | -37.9% | +25.6% | +3.5% |
| 6M | -12.8% | -32.5% | +19.7% | -3.5% |
| YTD | +5.9% | +98.6% | -92.7% | -32.5% |
| 1Y | +3.3% | +93.6% | -90.3% | -33.4% |
| 3Y | +293.1% | +699.1% | -406.0% | +11.2% |
| 5Y | +606.7% | +481.0% | +125.7% | +130.1% |
| All | +606.7% | +493.0% | +113.8% | +130.1% |
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