+711.1%
AVGO vs XME
+183.2%
+527.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | -0.8% | -0.2% | -0.6% | -0.6% |
| 30D | -13.7% | +1.4% | -15.1% | -14.7% |
| 3M | -6.9% | +2.7% | -9.7% | -8.8% |
| 6M | +5.8% | +6.5% | -0.7% | +1.4% |
| YTD | +5.7% | +15.2% | -9.5% | -4.6% |
| 1Y | +9.0% | +43.5% | -34.5% | -13.4% |
| 3Y | +340.5% | +135.9% | +204.6% | +166.4% |
| 5Y | +711.1% | +181.5% | +529.6% | +357.8% |
| All | +711.1% | +183.2% | +527.8% | +357.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 5y: compounded portfolio wealth divided by compounded XME 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…
5y analysis · Full analysis span regression · 6 months rolling