+29,187.4%
AVGO vs CCL
+42.6%
+29,144.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +4.0% |
| 7D | 0.0% | +5.8% | -5.9% | -1.6% |
| 30D | -8.2% | +17.3% | -25.4% | -12.2% |
| 3M | -21.3% | +11.3% | -32.6% | -23.9% |
| 6M | -22.5% | +18.5% | -41.0% | -26.9% |
| YTD | -3.6% | +2.8% | -6.3% | -6.5% |
| 1Y | -6.7% | +16.7% | -23.4% | -13.3% |
| 3Y | +258.1% | +146.0% | +112.1% | +161.8% |
| 5Y | +560.9% | +33.6% | +527.2% | +423.6% |
| 10Y | +2,475.6% | -29.4% | +2,505.1% | +1,991.2% |
| All | +29,187.4% | +42.6% | +29,144.8% | +15,977.4% |
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