+30,513.3%
AVGO vs XLI
+845.7%
+29,667.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.4% |
| 7D | +18.2% | +3.8% | +14.4% | +13.9% |
| 30D | +0.2% | +1.0% | -0.8% | -0.3% |
| 3M | -16.8% | -8.9% | -7.9% | -7.9% |
| 6M | -16.5% | -2.3% | -14.2% | -14.1% |
| YTD | +0.8% | +9.7% | -8.9% | -8.6% |
| 1Y | +2.8% | +12.3% | -9.5% | -8.9% |
| 3Y | +278.5% | +71.5% | +207.1% | +123.5% |
| 5Y | +573.1% | +70.2% | +502.9% | +303.9% |
| 10Y | +2,598.7% | +227.5% | +2,371.2% | +728.4% |
| All | +30,513.3% | +845.7% | +29,667.6% | +3,746.3% |
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