+32,043.9%
AVGO vs CCJ
+202.7%
+31,841.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.4% | +9.0% | +6.6% |
| 7D | +25.0% | +5.0% | +19.9% | +23.1% |
| 30D | +2.0% | -16.7% | +18.7% | +7.7% |
| 3M | -12.3% | -27.5% | +15.3% | -3.7% |
| 6M | -12.8% | -38.6% | +25.8% | +0.3% |
| YTD | +5.9% | -21.5% | +27.4% | +11.9% |
| 1Y | +3.3% | -22.3% | +25.6% | +9.6% |
| 3Y | +293.1% | +69.9% | +223.2% | +224.8% |
| 5Y | +606.7% | +163.6% | +443.1% | +395.1% |
| 10Y | +2,733.6% | +782.3% | +1,951.3% | +1,107.6% |
| All | +32,043.9% | +202.7% | +31,841.2% | +16,782.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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