+525.7%
AVGO vs CCL
+28.4%
+497.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.2% | +4.6% | +7.6% |
| 7D | -0.9% | +3.1% | -3.9% | -1.6% |
| 30D | -11.6% | +17.5% | -29.2% | -15.5% |
| 3M | -25.2% | +6.8% | -32.0% | -26.8% |
| 6M | -25.4% | +18.7% | -44.2% | -29.6% |
| YTD | -7.2% | +3.0% | -10.2% | -10.0% |
| 1Y | -7.9% | +17.7% | -25.6% | -14.5% |
| 3Y | +262.1% | +155.6% | +106.5% | +164.7% |
| 5Y | +525.7% | +30.2% | +495.5% | +397.8% |
| All | +525.7% | +28.4% | +497.3% | +397.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling