+31,416.6%
AVGO vs WCC
+1,321.4%
+30,095.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -1.3% |
| 7D | -3.0% | +4.5% | -7.4% | -4.7% |
| 30D | -14.4% | -5.8% | -8.6% | -12.6% |
| 3M | -14.4% | -3.7% | -10.8% | -13.6% |
| 6M | +13.1% | +23.1% | -9.9% | +3.1% |
| YTD | +3.8% | +44.2% | -40.4% | -11.7% |
| 1Y | +17.8% | +62.1% | -44.3% | -4.7% |
| 3Y | +325.3% | +121.1% | +204.1% | +190.8% |
| 5Y | +689.9% | +214.0% | +476.0% | +347.9% |
| 10Y | +2,597.0% | +472.8% | +2,124.2% | +912.5% |
| All | +31,416.6% | +1,321.4% | +30,095.2% | +7,838.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling