-0.5%
CRM vs AVAV
-39.1%
+38.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -4.9% | -0.8% |
| 7D | -8.1% | -0.1% | -8.0% | -8.1% |
| 30D | +23.1% | -25.0% | +48.0% | +25.2% |
| 3M | +42.5% | -15.0% | +57.5% | +43.5% |
| 6M | +25.3% | -33.6% | +58.9% | +28.3% |
| YTD | -7.8% | -39.2% | +31.4% | -5.3% |
| All | -0.5% | -39.1% | +38.7% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling