+509.8%
AVAV vs CNI
+138.2%
+371.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.8% |
| 7D | +1.4% | -0.4% | +1.8% | +1.6% |
| 30D | -24.3% | -2.7% | -21.6% | -23.1% |
| 3M | -20.1% | +3.9% | -24.1% | -22.2% |
| 6M | -29.4% | +16.4% | -45.7% | -35.8% |
| YTD | -39.3% | +25.8% | -65.2% | -47.5% |
| 1Y | -39.3% | +32.4% | -71.7% | -49.2% |
| 3Y | +29.5% | +19.1% | +10.4% | +12.5% |
| 5Y | +56.3% | +13.6% | +42.8% | +37.6% |
| All | +509.8% | +138.2% | +371.6% | +241.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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