+506.1%
CAH vs AVAV
+18.1%
+487.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +10.5% | -9.0% | +1.2% |
| 7D | +8.5% | -10.6% | +19.1% | +8.8% |
| 30D | +17.0% | -18.8% | +35.8% | +17.7% |
| 3M | +14.6% | -34.1% | +48.7% | +16.0% |
| 6M | +42.5% | -35.3% | +77.9% | +43.8% |
| YTD | +33.5% | -53.4% | +86.9% | +35.6% |
| 1Y | +38.5% | -65.6% | +104.2% | +42.6% |
| 3Y | +179.0% | -5.1% | +184.1% | +165.2% |
| All | +506.1% | +18.1% | +487.9% | +457.1% |
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