+76.3%
CL vs AVAV
+423.1%
-346.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +12.6% | -11.2% | +1.1% |
| 7D | +0.5% | +3.2% | -2.6% | +0.4% |
| 30D | +11.6% | -7.4% | +19.0% | +11.7% |
| 3M | +5.6% | -32.0% | +37.6% | +6.6% |
| 6M | +13.2% | -24.6% | +37.7% | +13.6% |
| YTD | +26.9% | -47.5% | +74.4% | +28.2% |
| 1Y | +27.3% | -61.5% | +88.8% | +29.9% |
| 3Y | +39.7% | +5.5% | +34.2% | +33.5% |
| 5Y | +41.3% | +35.7% | +5.6% | +31.3% |
| 10Y | +76.3% | +379.1% | -302.8% | +58.2% |
| All | +76.3% | +423.1% | -346.8% | +58.2% |
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