+718.9%
AVGO vs WCC
+229.6%
+489.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.5% | +0.5% | +1.9% |
| 7D | -0.3% | +8.5% | -8.8% | -3.7% |
| 30D | -13.8% | -1.0% | -12.9% | -13.7% |
| 3M | -6.9% | +2.1% | -9.0% | -8.3% |
| 6M | +11.9% | +36.8% | -24.9% | -2.7% |
| YTD | +6.9% | +47.7% | -40.8% | -10.8% |
| 1Y | +7.4% | +66.5% | -59.1% | -15.0% |
| 3Y | +345.6% | +134.2% | +211.4% | +190.6% |
| 5Y | +718.9% | +231.6% | +487.2% | +337.3% |
| All | +718.9% | +229.6% | +489.2% | +337.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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