+2.8%
CNC vs AVAV
+44.7%
-42.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.9% | -6.5% | -3.8% |
| 7D | -1.0% | +3.2% | -4.2% | -1.2% |
| 30D | -1.8% | -20.3% | +18.5% | -0.6% |
| 3M | -0.7% | -19.4% | +18.7% | +0.2% |
| 6M | +47.9% | -35.3% | +83.2% | +50.8% |
| YTD | +56.9% | -38.5% | +95.4% | +59.4% |
| 1Y | +123.9% | -37.2% | +161.1% | +126.8% |
| 3Y | -1.3% | +31.1% | -32.4% | -6.6% |
| 5Y | +2.8% | +41.0% | -38.3% | -6.1% |
| All | +2.8% | +44.7% | -42.0% | -6.1% |
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