+579.5%
CEG vs AVAV
+110.8%
+468.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.4% |
| 7D | +11.8% | +9.9% | +1.9% | +9.4% |
| 30D | -6.5% | -5.4% | -1.1% | -5.6% |
| 3M | -1.2% | -36.5% | +35.4% | +8.4% |
| 6M | -8.0% | -25.3% | +17.2% | -5.1% |
| YTD | -21.9% | -48.6% | +26.7% | -14.6% |
| 1Y | -21.4% | -62.1% | +40.6% | -7.1% |
| 3Y | +130.0% | +2.3% | +127.7% | +100.1% |
| All | +579.5% | +110.8% | +468.7% | +399.8% |
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