+73.3%
CSGP vs AVAV
+317.7%
-244.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.8% | +8.2% | -0.4% |
| 7D | +13.9% | -24.3% | +38.2% | +17.8% |
| 30D | +16.0% | -28.9% | +44.9% | +20.8% |
| 3M | +6.1% | -39.3% | +45.4% | +12.5% |
| 6M | -8.2% | -38.8% | +30.6% | -4.1% |
| YTD | -52.3% | -57.8% | +5.5% | -48.4% |
| 1Y | -54.5% | -70.9% | +16.4% | -48.2% |
| 3Y | -58.6% | -14.8% | -43.8% | -62.3% |
| 5Y | -61.5% | +7.3% | -68.8% | -67.8% |
| All | +73.3% | +317.7% | -244.3% | +9.1% |
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 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