+31,416.6%
AVGO vs CL
+269.8%
+31,146.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.7% |
| 7D | -3.0% | -2.2% | -0.8% | -2.2% |
| 30D | -14.4% | -4.8% | -9.6% | -13.0% |
| 3M | -14.4% | +4.9% | -19.3% | -16.6% |
| 6M | +13.1% | -5.7% | +18.8% | +14.3% |
| YTD | +3.8% | +14.4% | -10.6% | -3.2% |
| 1Y | +17.8% | +8.7% | +9.0% | +11.3% |
| 3Y | +325.3% | +30.0% | +295.3% | +248.5% |
| 5Y | +689.9% | +28.4% | +661.6% | +542.8% |
| 10Y | +2,597.0% | +50.1% | +2,546.9% | +1,857.3% |
| All | +31,416.6% | +269.8% | +31,146.9% | +14,425.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling