-6.7%
AVAV vs CLBK
+54.0%
-60.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | +4.2% | +0.9% | +3.3% | +4.1% |
| 30D | -2.6% | +3.4% | -6.0% | -3.2% |
| 3M | -38.0% | -4.3% | -33.7% | -37.3% |
| 6M | -27.0% | +28.4% | -55.4% | -30.8% |
| YTD | -51.4% | +59.4% | -110.8% | -56.4% |
| 1Y | -60.2% | +64.8% | -125.0% | -64.8% |
| 3Y | -6.7% | +50.6% | -57.2% | -15.7% |
| All | -6.7% | +54.0% | -60.6% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling