+2,856.4%
AVGO vs CCL
-42.2%
+2,898.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.0% | -0.6% |
| 7D | -0.8% | -4.4% | +3.6% | +0.3% |
| 30D | -13.7% | -18.2% | +4.5% | -9.5% |
| 3M | -6.9% | -17.7% | +10.8% | -2.8% |
| 6M | +5.8% | -13.0% | +18.8% | +8.2% |
| YTD | +5.7% | -24.5% | +30.1% | +11.2% |
| 1Y | +9.0% | -26.9% | +36.0% | +14.7% |
| 3Y | +340.5% | +50.8% | +289.8% | +280.0% |
| 5Y | +711.1% | -0.9% | +712.0% | +614.5% |
| 10Y | +2,856.4% | -41.7% | +2,898.1% | +2,626.0% |
| All | +2,856.4% | -42.2% | +2,898.6% | +2,626.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling