+844.8%
CCJ vs AVAV
+423.1%
+421.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +12.6% | -6.9% | +2.9% |
| 7D | +2.7% | +3.2% | -0.4% | +1.8% |
| 30D | -14.4% | -7.4% | -7.0% | -13.2% |
| 3M | -22.6% | -32.0% | +9.4% | -16.3% |
| 6M | -35.4% | -24.6% | -10.9% | -33.0% |
| YTD | -17.6% | -47.5% | +29.9% | -9.4% |
| 1Y | -18.1% | -61.5% | +43.3% | -3.7% |
| 3Y | +79.6% | +5.5% | +74.1% | +60.5% |
| 5Y | +175.3% | +35.7% | +139.5% | +122.1% |
| 10Y | +844.8% | +379.1% | +465.7% | +483.5% |
| All | +844.8% | +423.1% | +421.7% | +483.5% |
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