+413.1%
CAH vs AVAV
+39.7%
+373.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.5% |
| 7D | +5.4% | -2.2% | +7.6% | +5.5% |
| 30D | +3.3% | -13.9% | +17.3% | +3.8% |
| 3M | +22.8% | -29.2% | +52.0% | +23.9% |
| 6M | +11.3% | -36.1% | +47.4% | +12.6% |
| YTD | +21.1% | -40.2% | +61.3% | +22.3% |
| 1Y | +67.2% | -36.2% | +103.4% | +67.1% |
| 3Y | +195.6% | +47.5% | +148.1% | +174.7% |
| All | +413.1% | +39.7% | +373.4% | +374.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling