-36.9%
CCI vs AVAV
+18.1%
-55.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +10.5% | -13.0% | -3.0% |
| 7D | -0.1% | -10.6% | +10.5% | +0.3% |
| 30D | +28.4% | -18.8% | +47.2% | +29.4% |
| 3M | +20.0% | -34.1% | +54.1% | +21.9% |
| 6M | +0.8% | -35.3% | +36.1% | +2.1% |
| YTD | +3.6% | -53.4% | +57.0% | +6.4% |
| 1Y | +6.1% | -65.6% | +71.7% | +10.8% |
| 3Y | +7.2% | -5.1% | +12.3% | -0.2% |
| All | -36.9% | +18.1% | -55.1% | -45.4% |
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