+379.1%
AVAV vs CPB
-39.9%
+419.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.2% | +13.8% | +12.6% |
| 7D | +3.2% | +3.3% | -0.1% | +3.0% |
| 30D | -7.4% | +19.0% | -26.4% | -8.1% |
| 3M | -32.0% | +0.4% | -32.5% | -32.1% |
| 6M | -24.6% | +13.0% | -37.5% | -25.0% |
| YTD | -47.5% | -12.7% | -34.8% | -47.4% |
| 1Y | -61.5% | -20.9% | -40.6% | -61.2% |
| 3Y | +5.5% | -35.4% | +40.9% | +6.6% |
| 5Y | +35.7% | -32.3% | +68.0% | +34.3% |
| 10Y | +379.1% | -40.5% | +419.6% | +380.8% |
| All | +379.1% | -39.9% | +419.0% | +380.8% |
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