+125.9%
AVAV vs CLBK
+62.9%
+63.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.2% | +10.4% | +11.8% |
| 7D | +3.2% | +1.8% | +1.4% | +2.6% |
| 30D | -7.4% | +5.1% | -12.5% | -8.9% |
| 3M | -32.0% | +5.2% | -37.2% | -33.2% |
| 6M | -24.6% | +28.6% | -53.1% | -30.9% |
| YTD | -47.5% | +61.4% | -108.9% | -56.0% |
| 1Y | -61.5% | +64.7% | -126.2% | -68.0% |
| 3Y | +5.5% | +55.1% | -49.7% | -13.8% |
| 5Y | +35.7% | +28.4% | +7.4% | +11.6% |
| All | +125.9% | +62.9% | +63.0% | +71.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling