+59.3%
CDE vs AVAV
+494.3%
-435.1%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +3.0% |
| 7D | -2.0% | -3.2% | +1.2% | -1.3% |
| 30D | +15.7% | -25.6% | +41.3% | +24.0% |
| 3M | +30.5% | -20.2% | +50.7% | +35.9% |
| 6M | -7.4% | -38.1% | +30.7% | +1.8% |
| YTD | +17.9% | -41.8% | +59.7% | +29.6% |
| 1Y | +46.7% | -39.0% | +85.8% | +57.7% |
| 3Y | +851.3% | +24.1% | +827.2% | +706.8% |
| 5Y | +202.9% | +53.0% | +149.9% | +132.6% |
| All | +59.3% | +494.3% | -435.1% | -1.1% |
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