+30,513.3%
AVGO vs CLX
+219.5%
+30,293.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.2% | -5.9% | -5.0% |
| 7D | +18.2% | +9.5% | +8.7% | +16.4% |
| 30D | +0.2% | +30.7% | -30.5% | -4.2% |
| 3M | -16.8% | +4.2% | -21.0% | -17.5% |
| 6M | -16.5% | +22.1% | -38.6% | -19.8% |
| YTD | +0.8% | +14.1% | -13.3% | -2.6% |
| 1Y | +2.8% | +10.3% | -7.5% | -0.1% |
| 3Y | +278.5% | -7.8% | +286.4% | +273.5% |
| 5Y | +573.1% | -20.8% | +593.9% | +575.6% |
| 10Y | +2,598.7% | +31.9% | +2,566.8% | +1,945.7% |
| All | +30,513.3% | +219.5% | +30,293.8% | +12,223.7% |
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