+32,355.3%
AVGO vs XLI
+874.6%
+31,480.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.5% |
| 7D | -0.3% | +1.0% | -1.3% | -1.4% |
| 30D | -13.8% | -5.8% | -8.0% | -8.4% |
| 3M | -6.9% | +0.7% | -7.6% | -7.8% |
| 6M | +11.9% | +3.2% | +8.8% | +8.0% |
| YTD | +6.9% | +13.0% | -6.2% | -6.6% |
| 1Y | +7.4% | +16.8% | -9.4% | -9.1% |
| 3Y | +345.6% | +72.4% | +273.2% | +160.0% |
| 5Y | +718.9% | +82.8% | +636.1% | +354.7% |
| 10Y | +2,755.4% | +252.4% | +2,502.9% | +705.7% |
| All | +32,355.3% | +874.6% | +31,480.7% | +3,829.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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