+40.7%
CDE vs AVAV
-39.3%
+80.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +3.1% |
| 7D | -2.0% | -3.2% | +1.2% | -1.2% |
| 30D | +15.7% | -25.6% | +41.3% | +24.8% |
| 3M | +30.5% | -20.2% | +50.7% | +36.9% |
| 6M | -7.4% | -38.1% | +30.7% | +3.0% |
| YTD | +17.9% | -41.8% | +59.7% | +31.5% |
| All | +40.7% | -39.3% | +80.0% | +88.1% |
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 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