+32,355.3%
AVGO vs XHB
+661.6%
+31,693.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +4.6% |
| 7D | -0.3% | +0.2% | -0.5% | -0.5% |
| 30D | -13.8% | -9.1% | -4.8% | -8.6% |
| 3M | -6.9% | -2.3% | -4.6% | -6.4% |
| 6M | +11.9% | -4.1% | +16.1% | +13.5% |
| YTD | +6.9% | -1.7% | +8.6% | +5.6% |
| 1Y | +7.4% | -15.1% | +22.5% | +16.3% |
| 3Y | +345.6% | +26.8% | +318.7% | +255.5% |
| 5Y | +718.9% | +37.3% | +681.5% | +506.8% |
| 10Y | +2,755.4% | +205.7% | +2,549.7% | +1,073.3% |
| All | +32,355.3% | +661.6% | +31,693.7% | +7,417.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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