-52.7%
CDE vs AVAV
+478.6%
-531.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.4% |
| 7D | +0.5% | -2.2% | +2.7% | +1.1% |
| 30D | +21.9% | -13.9% | +35.8% | +26.4% |
| 3M | +14.9% | -29.2% | +44.2% | +23.9% |
| 6M | -10.5% | -36.1% | +25.6% | -1.9% |
| YTD | +19.3% | -40.2% | +59.5% | +30.7% |
| 1Y | +50.8% | -36.2% | +87.0% | +60.6% |
| 3Y | +782.3% | +47.5% | +734.8% | +605.6% |
| 5Y | +191.7% | +39.3% | +152.4% | +125.0% |
| 10Y | +57.6% | +482.6% | -424.9% | -25.1% |
| All | -52.7% | +478.6% | -531.3% | -80.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling