+157.0%
CCJ vs AVAV
+18.1%
+138.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +10.5% | -6.1% | +1.8% |
| 7D | -7.3% | -10.6% | +3.3% | -4.9% |
| 30D | -20.0% | -18.8% | -1.2% | -16.0% |
| 3M | -23.8% | -34.1% | +10.3% | -16.5% |
| 6M | -42.4% | -35.3% | -7.1% | -37.7% |
| YTD | -22.1% | -53.4% | +31.3% | -11.2% |
| 1Y | -20.8% | -65.6% | +44.8% | -2.9% |
| 3Y | +75.7% | -5.1% | +80.8% | +55.9% |
| All | +157.0% | +18.1% | +138.8% | +73.2% |
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