+2,770.9%
AVGO vs XLU
+140.5%
+2,630.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +1.1% | -1.6% | +2.7% | +2.0% |
| 30D | -13.0% | -3.3% | -9.7% | -11.6% |
| 3M | -6.0% | -3.2% | -2.8% | -4.9% |
| 6M | +6.4% | -7.0% | +13.3% | +9.6% |
| YTD | +5.0% | +0.6% | +4.3% | +3.4% |
| 1Y | +1.4% | +2.4% | -1.0% | -1.1% |
| 3Y | +336.8% | +46.3% | +290.6% | +246.0% |
| 5Y | +698.2% | +44.0% | +654.2% | +533.9% |
| All | +2,770.9% | +140.5% | +2,630.5% | +1,751.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 10y: compounded portfolio wealth divided by compounded XLU 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…
10y analysis · Full analysis span regression · 6 months rolling