+30,513.3%
AVGO vs XPO
+17,106.5%
+13,406.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +2.2% | -7.0% | -5.3% |
| 7D | +18.2% | +9.0% | +9.2% | +15.8% |
| 30D | +0.2% | +4.2% | -3.9% | -0.7% |
| 3M | -16.8% | -8.7% | -8.1% | -15.1% |
| 6M | -16.5% | -2.8% | -13.7% | -16.3% |
| YTD | +0.8% | +41.9% | -41.1% | -8.6% |
| 1Y | +2.8% | +42.3% | -39.5% | -7.0% |
| 3Y | +278.5% | +127.3% | +151.3% | +198.7% |
| 5Y | +573.1% | +306.4% | +266.7% | +347.4% |
| 10Y | +2,598.7% | +1,290.9% | +1,307.7% | +1,271.7% |
| All | +30,513.3% | +17,106.5% | +13,406.8% | +11,762.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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