+179.0%
CAH vs AVAV
-5.8%
+184.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +10.5% | -9.0% | +1.4% |
| 7D | +8.5% | -10.6% | +19.1% | +8.6% |
| 30D | +17.0% | -18.8% | +35.8% | +17.3% |
| 3M | +14.6% | -34.1% | +48.7% | +15.2% |
| 6M | +42.5% | -35.3% | +77.9% | +43.0% |
| YTD | +33.5% | -53.4% | +86.9% | +34.4% |
| 1Y | +38.5% | -65.6% | +104.2% | +40.4% |
| 3Y | +179.0% | -5.1% | +184.1% | +171.2% |
| All | +179.0% | -5.8% | +184.8% | +171.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 3y: compounded portfolio wealth divided by compounded AVAV 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…
3y analysis · Full analysis span regression · 6 months rolling