+31,416.6%
AVGO vs CCL
+8.5%
+31,408.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.0% | -5.0% | +2.1% | -1.6% |
| 30D | -14.4% | -20.3% | +5.9% | -8.9% |
| 3M | -14.4% | -15.1% | +0.7% | -10.8% |
| 6M | +13.1% | -15.1% | +28.2% | +16.7% |
| YTD | +3.8% | -21.8% | +25.6% | +9.0% |
| 1Y | +17.8% | -24.8% | +42.6% | +23.7% |
| 3Y | +325.3% | +51.9% | +273.4% | +255.2% |
| 5Y | +689.9% | +4.0% | +685.9% | +570.5% |
| 10Y | +2,597.0% | -42.2% | +2,639.2% | +2,181.5% |
| All | +31,416.6% | +8.5% | +31,408.1% | +18,633.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling