+332.8%
AVAV vs CPB
-40.1%
+373.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +2.0% | +0.8% |
| 7D | +9.9% | -4.1% | +13.9% | +10.0% |
| 30D | -5.4% | +16.9% | -22.3% | -6.1% |
| 3M | -36.5% | -0.6% | -36.0% | -36.6% |
| 6M | -25.3% | +11.4% | -36.6% | -25.7% |
| YTD | -48.6% | -14.8% | -33.7% | -48.4% |
| 1Y | -62.1% | -24.8% | -37.3% | -61.7% |
| 3Y | +2.3% | -36.6% | +38.9% | +3.3% |
| 5Y | +35.4% | -33.3% | +68.7% | +33.8% |
| All | +332.8% | -40.1% | +373.0% | +336.6% |
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