+679.8%
CAH vs AVAV
+478.6%
+201.2%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.4% |
| 7D | +5.4% | -2.2% | +7.6% | +5.6% |
| 30D | +3.3% | -13.9% | +17.3% | +4.8% |
| 3M | +22.8% | -29.2% | +52.0% | +26.2% |
| 6M | +11.3% | -36.1% | +47.4% | +14.9% |
| YTD | +21.1% | -40.2% | +61.3% | +24.5% |
| 1Y | +67.2% | -36.2% | +103.4% | +68.9% |
| 3Y | +195.6% | +47.5% | +148.1% | +157.8% |
| 5Y | +413.8% | +39.3% | +374.6% | +336.3% |
| 10Y | +309.6% | +482.6% | -173.0% | +163.5% |
| All | +679.8% | +478.6% | +201.2% | +350.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling