+2,300.3%
AVGO vs CL
+76.2%
+2,224.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.4% | +7.4% | +8.5% |
| 7D | -0.9% | +0.5% | -1.4% | -1.0% |
| 30D | -11.6% | +11.6% | -23.2% | -13.9% |
| 3M | -25.2% | +5.6% | -30.8% | -26.2% |
| 6M | -25.4% | +13.2% | -38.6% | -28.1% |
| YTD | -7.2% | +26.9% | -34.1% | -14.0% |
| 1Y | -7.9% | +27.3% | -35.2% | -15.0% |
| 3Y | +262.1% | +39.7% | +222.4% | +201.2% |
| 5Y | +525.7% | +41.3% | +484.4% | +409.8% |
| 10Y | +2,300.3% | +76.3% | +2,224.0% | +1,631.8% |
| All | +2,300.3% | +76.2% | +2,224.1% | +1,631.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 10y: compounded portfolio wealth divided by compounded CL 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…
10y analysis · Full analysis span regression · 6 months rolling