+358.4%
AVAV vs CPB
-38.3%
+396.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.3% | +11.7% | +10.5% |
| 7D | -10.6% | +8.0% | -18.6% | -10.8% |
| 30D | -18.8% | +22.4% | -41.2% | -19.4% |
| 3M | -34.1% | +2.5% | -36.6% | -34.2% |
| 6M | -35.3% | +12.2% | -47.6% | -35.7% |
| YTD | -53.4% | -12.8% | -40.6% | -53.3% |
| 1Y | -65.6% | -19.2% | -46.5% | -65.4% |
| 3Y | -5.1% | -35.6% | +30.5% | -4.1% |
| 5Y | +18.5% | -31.4% | +49.9% | +17.0% |
| All | +358.4% | -38.3% | +396.7% | +363.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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