+2,856.4%
AVGO vs CRL
+244.4%
+2,612.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.8% |
| 7D | -0.8% | -4.6% | +3.8% | +1.0% |
| 30D | -13.7% | +0.5% | -14.2% | -14.1% |
| 3M | -6.9% | +46.6% | -53.6% | -20.7% |
| 6M | +5.8% | +57.3% | -51.5% | -13.8% |
| YTD | +5.7% | +39.5% | -33.9% | -10.3% |
| 1Y | +9.0% | +76.9% | -67.8% | -17.3% |
| 3Y | +340.5% | +39.4% | +301.2% | +242.1% |
| 5Y | +711.1% | -37.2% | +748.2% | +812.7% |
| 10Y | +2,856.4% | +253.4% | +2,603.0% | +1,299.3% |
| All | +2,856.4% | +244.4% | +2,612.0% | +1,299.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 10y: compounded portfolio wealth divided by compounded CRL 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…
10y analysis · Full analysis span regression · 6 months rolling