-62.6%
AVAV vs CPB
-25.8%
-36.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -3.0% |
| 7D | +18.4% | -5.8% | +24.2% | +17.2% |
| 30D | -4.9% | +16.5% | -21.4% | -3.4% |
| 3M | -37.7% | -1.1% | -36.6% | -37.8% |
| 6M | -28.4% | +11.5% | -39.9% | -26.7% |
| YTD | -50.0% | -15.7% | -34.3% | -55.4% |
| 1Y | -62.6% | -24.7% | -38.0% | -67.8% |
| All | -62.6% | -25.8% | -36.8% | -67.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling