+639.5%
CEG vs AVAV
+145.2%
+494.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.7% | +6.6% | +5.3% |
| 7D | +8.0% | -2.2% | +10.2% | +8.5% |
| 30D | +12.9% | -13.9% | +26.9% | +16.4% |
| 3M | +13.2% | -29.2% | +42.4% | +20.1% |
| 6M | -7.0% | -36.1% | +29.1% | 0.0% |
| YTD | -15.0% | -40.2% | +25.2% | -9.7% |
| 1Y | -2.7% | -36.2% | +33.5% | +0.7% |
| 3Y | +184.1% | +47.5% | +136.5% | +127.2% |
| All | +639.5% | +145.2% | +494.3% | +428.8% |
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