+711.1%
AVGO vs CLBK
+41.8%
+669.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.9% |
| 7D | -0.8% | -1.5% | +0.7% | -0.5% |
| 30D | -13.7% | +6.7% | -20.4% | -14.9% |
| 3M | -6.9% | +21.2% | -28.1% | -10.7% |
| 6M | +5.8% | +42.0% | -36.2% | -2.0% |
| YTD | +5.7% | +63.3% | -57.6% | -5.4% |
| 1Y | +9.0% | +65.4% | -56.4% | -3.0% |
| 3Y | +340.5% | +52.5% | +288.0% | +292.1% |
| 5Y | +711.1% | +42.0% | +669.1% | +614.2% |
| All | +711.1% | +41.8% | +669.2% | +614.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 5y: compounded portfolio wealth divided by compounded CLBK 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…
5y analysis · Full analysis span regression · 6 months rolling