+18.3%
CCI vs AVAV
+516.1%
-497.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.9% | -2.7% | 0.0% |
| 7D | +0.2% | +3.2% | -3.0% | -0.1% |
| 30D | +0.5% | -20.3% | +20.8% | +2.1% |
| 3M | -16.3% | -19.4% | +3.2% | -15.4% |
| 6M | -13.9% | -35.3% | +21.3% | -11.9% |
| YTD | -12.4% | -38.5% | +26.1% | -10.6% |
| 1Y | -15.2% | -37.2% | +22.0% | -14.0% |
| 3Y | -9.9% | +31.1% | -41.0% | -18.2% |
| 5Y | -50.8% | +41.0% | -91.9% | -57.0% |
| 10Y | +18.3% | +508.8% | -490.5% | -6.3% |
| All | +18.3% | +516.1% | -497.8% | -6.3% |
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