+17.8%
AVGO vs CCL
-23.9%
+41.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.0% | -5.0% | +2.1% | -2.2% |
| 30D | -14.4% | -20.3% | +5.9% | -11.5% |
| 3M | -14.4% | -15.1% | +0.7% | -12.4% |
| 6M | +13.1% | -15.1% | +28.2% | +13.7% |
| YTD | +3.8% | -21.8% | +25.6% | +4.8% |
| 1Y | +17.8% | -24.8% | +42.6% | +17.7% |
| All | +17.8% | -23.9% | +41.7% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 1y: compounded portfolio wealth divided by compounded CCL 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…
1y analysis · Full analysis span regression · 6 months rolling