+32.3%
CCJ vs AVAV
-35.3%
+67.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.9% | -1.6% | +0.6% |
| 7D | +5.9% | +3.2% | +2.7% | +5.2% |
| 30D | +4.7% | -20.3% | +25.0% | +9.6% |
| 3M | -3.3% | -19.4% | +16.1% | +0.2% |
| 6M | -7.0% | -35.3% | +28.2% | +0.2% |
| YTD | +11.5% | -38.5% | +49.9% | +17.4% |
| 1Y | +32.3% | -37.2% | +69.5% | +61.6% |
| All | +32.3% | -35.3% | +67.6% | +61.6% |
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