+117.1%
CDE vs AVAV
+32.4%
+84.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.7% | -4.3% | -6.4% |
| 7D | +14.0% | 0.0% | +14.0% | +13.5% |
| 30D | -10.7% | -9.9% | -0.8% | -9.0% |
| 3M | -15.8% | -34.7% | +19.0% | -7.6% |
| 6M | -17.5% | -26.6% | +9.1% | -13.1% |
| YTD | -14.1% | -48.9% | +34.8% | -3.4% |
| 1Y | +2.9% | -63.0% | +65.9% | +23.9% |
| 3Y | +625.5% | +1.6% | +623.9% | +540.8% |
| 5Y | +117.1% | +34.5% | +82.6% | +64.5% |
| All | +117.1% | +32.4% | +84.7% | +64.5% |
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 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