+1,027.2%
CNC vs AVAV
+397.6%
+629.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | -7.3% | +9.9% | -17.1% | -8.7% |
| 30D | +5.2% | -5.4% | +10.6% | +5.3% |
| 3M | +8.6% | -36.5% | +45.2% | +14.6% |
| 6M | +25.1% | -25.3% | +50.3% | +27.0% |
| YTD | +71.3% | -48.6% | +119.8% | +80.1% |
| 1Y | +99.3% | -62.1% | +161.4% | +118.4% |
| 3Y | -1.9% | +2.3% | -4.2% | -12.0% |
| 5Y | -6.4% | +35.4% | -41.8% | -23.4% |
| 10Y | +178.1% | +345.1% | -166.9% | +64.7% |
| All | +1,027.2% | +397.6% | +629.6% | +460.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling