+31,416.6%
AVGO vs STX
+13,632.3%
+17,784.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.3% | -6.1% | -1.9% |
| 7D | -3.0% | +2.4% | -5.3% | -3.8% |
| 30D | -14.4% | +1.4% | -15.8% | -15.5% |
| 3M | -14.4% | -8.2% | -6.2% | -13.9% |
| 6M | +13.1% | +127.0% | -113.9% | -17.1% |
| YTD | +3.8% | +209.1% | -205.4% | -33.2% |
| 1Y | +17.8% | +365.4% | -347.6% | -35.1% |
| 3Y | +325.3% | +1,135.4% | -810.1% | +67.4% |
| 5Y | +689.9% | +991.5% | -301.6% | +216.6% |
| 10Y | +2,597.0% | +3,695.8% | -1,098.8% | +635.2% |
| All | +31,416.6% | +13,632.3% | +17,784.3% | +5,295.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling