+164.7%
AVAV vs CLBK
+66.9%
+97.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.1% |
| 7D | +3.2% | +1.1% | +2.1% | +2.8% |
| 30D | -20.3% | +7.8% | -28.1% | -22.4% |
| 3M | -19.4% | +23.9% | -43.3% | -25.3% |
| 6M | -35.3% | +42.3% | -77.6% | -42.8% |
| YTD | -38.5% | +65.4% | -103.9% | -48.9% |
| 1Y | -37.2% | +70.3% | -107.5% | -48.6% |
| 3Y | +31.1% | +54.5% | -23.4% | +7.3% |
| 5Y | +41.0% | +43.1% | -2.1% | +8.4% |
| All | +164.7% | +66.9% | +97.8% | +99.4% |
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