+1,761.1%
CLS vs AVAV
+358.8%
+1,402.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.2% | +1.1% |
| 7D | -13.9% | 0.0% | -13.8% | -13.8% |
| 30D | -38.2% | -9.9% | -28.3% | -36.6% |
| 3M | -28.8% | -34.7% | +5.9% | -21.4% |
| 6M | -40.4% | -26.6% | -13.8% | -37.5% |
| YTD | -24.3% | -48.9% | +24.7% | -15.4% |
| 1Y | -35.0% | -63.0% | +28.0% | -21.1% |
| 3Y | +778.7% | +1.6% | +777.1% | +692.7% |
| 5Y | +1,884.8% | +34.5% | +1,850.4% | +1,478.5% |
| 10Y | +1,761.1% | +359.3% | +1,401.8% | +1,081.2% |
| All | +1,761.1% | +358.8% | +1,402.3% | +1,081.2% |
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