+582.9%
CEG vs AVAV
+115.2%
+467.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +12.6% | -2.1% | +7.6% |
| 7D | +7.3% | +3.2% | +4.2% | +6.5% |
| 30D | -7.4% | -7.4% | 0.0% | -6.0% |
| 3M | +2.5% | -32.0% | +34.5% | +10.7% |
| 6M | -8.8% | -24.6% | +15.8% | -6.1% |
| YTD | -21.5% | -47.5% | +26.0% | -14.6% |
| 1Y | -22.5% | -61.5% | +39.0% | -8.7% |
| 3Y | +133.3% | +5.5% | +127.9% | +101.6% |
| All | +582.9% | +115.2% | +467.7% | +399.9% |
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