+58.1%
CSX vs AVAV
+35.3%
+22.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.6% |
| 7D | -0.3% | +9.9% | -10.2% | -1.0% |
| 30D | +8.7% | -5.4% | +14.1% | +8.9% |
| 3M | +4.2% | -36.5% | +40.7% | +7.0% |
| 6M | +16.7% | -25.3% | +41.9% | +17.6% |
| YTD | +44.5% | -48.6% | +93.1% | +48.2% |
| 1Y | +50.3% | -62.1% | +112.4% | +58.2% |
| 3Y | +76.3% | +2.3% | +74.0% | +60.7% |
| 5Y | +58.1% | +35.4% | +22.8% | +32.5% |
| All | +58.1% | +35.3% | +22.8% | +32.5% |
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