+508.8%
AVAV vs CHD
+124.1%
+384.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.0% | +4.9% | +3.2% |
| 7D | +3.2% | -2.9% | +6.1% | +3.7% |
| 30D | -20.3% | -6.2% | -14.1% | -19.5% |
| 3M | -19.4% | +1.6% | -21.0% | -19.8% |
| 6M | -35.3% | -3.5% | -31.7% | -35.0% |
| YTD | -38.5% | +16.2% | -54.7% | -40.5% |
| 1Y | -37.2% | +3.4% | -40.6% | -38.0% |
| 3Y | +31.1% | +4.6% | +26.5% | +26.8% |
| 5Y | +41.0% | +21.1% | +19.9% | +28.2% |
| 10Y | +508.8% | +126.5% | +382.2% | +387.7% |
| All | +508.8% | +124.1% | +384.6% | +387.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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