-5.9%
CNC vs AVAV
+18.1%
-24.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +10.5% | -16.4% | -6.5% |
| 7D | +1.9% | -10.6% | +12.5% | +2.4% |
| 30D | +7.3% | -18.8% | +26.1% | +8.3% |
| 3M | +8.6% | -34.1% | +42.7% | +10.9% |
| 6M | +26.0% | -35.3% | +61.4% | +28.2% |
| YTD | +69.5% | -53.4% | +122.9% | +74.5% |
| 1Y | +88.0% | -65.6% | +153.6% | +96.9% |
| 3Y | -2.9% | -5.1% | +2.1% | -6.7% |
| All | -5.9% | +18.1% | -24.0% | -15.5% |
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