+32,043.9%
AVGO vs STX
+8,721.6%
+23,322.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +5.9% |
| 7D | +25.0% | +16.8% | +8.1% | +18.6% |
| 30D | +2.0% | -27.0% | +29.0% | +12.7% |
| 3M | -12.3% | -37.9% | +25.6% | +0.8% |
| 6M | -12.8% | -32.5% | +19.7% | -4.4% |
| YTD | +5.9% | +98.6% | -92.7% | -22.2% |
| 1Y | +3.3% | +93.6% | -90.3% | -23.3% |
| 3Y | +293.1% | +699.1% | -406.0% | +76.9% |
| 5Y | +606.7% | +481.0% | +125.7% | +243.1% |
| 10Y | +2,733.6% | +2,082.0% | +651.6% | +809.6% |
| All | +32,043.9% | +8,721.6% | +23,322.3% | +6,187.4% |
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 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