+56.5%
CCI vs AVAV
+423.1%
-366.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +12.6% | -13.5% | -1.8% |
| 7D | +0.9% | +3.2% | -2.2% | +0.5% |
| 30D | +10.3% | -7.4% | +17.7% | +10.7% |
| 3M | +17.9% | -32.0% | +49.9% | +20.8% |
| 6M | -0.5% | -24.6% | +24.1% | +0.4% |
| YTD | +2.7% | -47.5% | +50.2% | +5.8% |
| 1Y | +3.1% | -61.5% | +64.6% | +9.0% |
| 3Y | +8.0% | +5.5% | +2.5% | -0.5% |
| 5Y | -37.8% | +35.7% | -73.5% | -45.9% |
| 10Y | +56.5% | +379.1% | -322.6% | +23.5% |
| All | +56.5% | +423.1% | -366.6% | +23.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling