+67.1%
CFG vs AVAV
+34.3%
+32.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +12.6% | -9.7% | +1.6% |
| 7D | +0.3% | +3.2% | -2.9% | -0.3% |
| 30D | +3.2% | -7.4% | +10.6% | +3.8% |
| 3M | -9.7% | -32.0% | +22.3% | -6.3% |
| 6M | +3.6% | -24.6% | +28.2% | +5.1% |
| YTD | +14.7% | -47.5% | +62.2% | +19.2% |
| 1Y | +29.6% | -61.5% | +91.1% | +39.9% |
| 3Y | +190.6% | +5.5% | +185.1% | +158.9% |
| 5Y | +67.1% | +35.7% | +31.3% | +40.6% |
| All | +67.1% | +34.3% | +32.8% | +40.6% |
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