+31,416.6%
AVGO vs XPO
+17,132.3%
+14,284.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.3% | -0.9% |
| 7D | -3.0% | +2.4% | -5.4% | -3.6% |
| 30D | -14.4% | -3.5% | -10.9% | -13.8% |
| 3M | -14.4% | -11.9% | -2.5% | -12.1% |
| 6M | +13.1% | -10.0% | +23.1% | +15.1% |
| YTD | +3.8% | +42.1% | -38.3% | -5.9% |
| 1Y | +17.8% | +47.6% | -29.8% | +5.1% |
| 3Y | +325.3% | +153.6% | +171.7% | +226.2% |
| 5Y | +689.9% | +266.5% | +423.4% | +435.8% |
| 10Y | +2,597.0% | +1,460.4% | +1,136.6% | +1,247.5% |
| All | +31,416.6% | +17,132.3% | +14,284.3% | +12,117.0% |
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