+30.1%
CB vs AVAV
-67.9%
+98.0%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +10.5% | -12.2% | -1.6% |
| 7D | +0.2% | -10.6% | +10.8% | +0.1% |
| 30D | +9.1% | -18.8% | +27.9% | +8.7% |
| 3M | +3.4% | -34.1% | +37.5% | +2.8% |
| 6M | +14.1% | -35.3% | +49.4% | +13.4% |
| YTD | +18.0% | -53.4% | +71.4% | +15.0% |
| 1Y | +30.1% | -65.6% | +95.8% | +28.0% |
| All | +30.1% | -67.9% | +98.0% | +28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling