+32,355.3%
AVGO vs XLK
+2,275.4%
+30,079.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.7% | +2.6% |
| 7D | -0.3% | +2.3% | -2.6% | -3.0% |
| 30D | -13.8% | -0.1% | -13.8% | -13.8% |
| 3M | -6.9% | +2.1% | -9.0% | -9.4% |
| 6M | +11.9% | +37.2% | -25.2% | -23.1% |
| YTD | +6.9% | +30.8% | -23.9% | -22.2% |
| 1Y | +7.4% | +42.6% | -35.2% | -28.8% |
| 3Y | +345.6% | +121.8% | +223.8% | +90.2% |
| 5Y | +718.9% | +145.7% | +573.2% | +210.4% |
| 10Y | +2,755.4% | +782.1% | +1,973.3% | +129.7% |
| All | +32,355.3% | +2,275.4% | +30,079.9% | +765.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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