+7.4%
AVGO vs CL
+6.7%
+0.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +2.7% |
| 7D | -0.3% | -1.4% | +1.1% | -1.1% |
| 30D | -13.8% | -5.2% | -8.6% | -16.7% |
| 3M | -6.9% | +3.3% | -10.2% | -4.5% |
| 6M | +11.9% | -4.4% | +16.3% | +8.3% |
| YTD | +6.9% | +13.9% | -7.0% | +21.6% |
| 1Y | +7.4% | +7.6% | -0.2% | +16.7% |
| All | +7.4% | +6.7% | +0.7% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling