+238.9%
CRM vs AVAV
+519.3%
-280.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.2% | +2.0% |
| 7D | -4.4% | +1.4% | -5.9% | -4.7% |
| 30D | +28.1% | -24.3% | +52.4% | +33.8% |
| 3M | +48.8% | -20.1% | +69.0% | +52.4% |
| 6M | +28.3% | -29.4% | +57.6% | +32.7% |
| YTD | -6.0% | -39.3% | +33.3% | -1.9% |
| 1Y | +1.4% | -39.3% | +40.8% | +4.9% |
| 3Y | +11.8% | +29.5% | -17.6% | -6.3% |
| 5Y | -2.0% | +56.3% | -58.3% | -24.5% |
| All | +238.9% | +519.3% | -280.4% | +100.7% |
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