+30,355.4%
AVGO vs CLX
+211.9%
+30,143.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.7% | +3.9% |
| 7D | +6.1% | +7.8% | -1.7% | +4.8% |
| 30D | -2.7% | +28.5% | -31.2% | -6.7% |
| 3M | -16.9% | +1.3% | -18.2% | -17.2% |
| 6M | -19.1% | +23.4% | -42.5% | -22.6% |
| YTD | +0.3% | +11.4% | -11.1% | -2.7% |
| 1Y | -1.2% | +6.9% | -8.1% | -3.4% |
| 3Y | +272.4% | -9.8% | +282.2% | +268.7% |
| 5Y | +579.0% | -22.7% | +601.7% | +584.2% |
| 10Y | +2,584.7% | +28.7% | +2,556.0% | +1,943.4% |
| All | +30,355.4% | +211.9% | +30,143.5% | +12,209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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