+88.1%
CSCO vs AVAV
+18.1%
+69.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +10.5% | -12.4% | -2.8% |
| 7D | -10.2% | -10.6% | +0.4% | -9.5% |
| 30D | -20.1% | -18.8% | -1.3% | -18.8% |
| 3M | -22.4% | -34.1% | +11.7% | -20.0% |
| 6M | +2.8% | -35.3% | +38.1% | +5.4% |
| YTD | +23.6% | -53.4% | +77.0% | +28.8% |
| 1Y | +34.0% | -65.6% | +99.7% | +43.0% |
| 3Y | +89.3% | -5.1% | +94.3% | +77.2% |
| All | +88.1% | +18.1% | +69.9% | +63.9% |
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