+518.2%
CEG vs AVAV
+91.1%
+427.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +10.5% | -6.2% | +2.0% |
| 7D | -4.7% | -10.6% | +5.8% | -2.5% |
| 30D | -16.6% | -18.8% | +2.2% | -12.9% |
| 3M | -4.1% | -34.1% | +30.0% | +4.3% |
| 6M | -22.3% | -35.3% | +13.0% | -17.2% |
| YTD | -28.9% | -53.4% | +24.5% | -20.6% |
| 1Y | -28.5% | -65.6% | +37.2% | -13.5% |
| 3Y | +104.3% | -5.1% | +109.4% | +80.6% |
| All | +518.2% | +91.1% | +427.1% | +364.6% |
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 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