+30,355.4%
AVGO vs CCL
+42.3%
+30,313.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.0% |
| 7D | +6.1% | -1.5% | +7.6% | +6.7% |
| 30D | -2.7% | +16.5% | -19.1% | -6.8% |
| 3M | -16.9% | +11.2% | -28.1% | -19.6% |
| 6M | -19.1% | +22.6% | -41.7% | -24.4% |
| YTD | +0.3% | +2.6% | -2.3% | -2.7% |
| 1Y | -1.2% | +17.0% | -18.1% | -8.2% |
| 3Y | +272.4% | +145.5% | +126.9% | +172.4% |
| 5Y | +579.0% | +36.1% | +542.9% | +435.3% |
| 10Y | +2,584.7% | -29.4% | +2,614.2% | +2,078.7% |
| All | +30,355.4% | +42.3% | +30,313.1% | +16,627.4% |
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