+718.9%
AVGO vs CCL
0.0%
+718.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.3% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | -13.8% | -20.0% | +6.1% | -8.6% |
| 3M | -6.9% | -13.7% | +6.7% | -3.6% |
| 6M | +11.9% | -9.0% | +21.0% | +13.3% |
| YTD | +6.9% | -22.8% | +29.7% | +12.4% |
| 1Y | +7.4% | -25.3% | +32.7% | +13.0% |
| 3Y | +345.6% | +54.1% | +291.5% | +273.2% |
| 5Y | +718.9% | +3.5% | +715.4% | +601.1% |
| All | +718.9% | 0.0% | +718.9% | +601.1% |
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