+53.6%
CSX vs AVAV
+7.1%
+46.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.8% | +7.5% | -1.7% |
| 7D | -2.7% | -24.3% | +21.6% | -1.0% |
| 30D | +7.0% | -28.9% | +35.9% | +9.3% |
| 3M | -0.3% | -39.3% | +39.0% | +2.7% |
| 6M | +13.5% | -38.8% | +52.3% | +16.0% |
| YTD | +41.5% | -57.8% | +99.3% | +47.1% |
| 1Y | +45.8% | -70.9% | +116.7% | +56.5% |
| 3Y | +74.4% | -14.8% | +89.2% | +60.8% |
| 5Y | +53.6% | +7.3% | +46.3% | +40.3% |
| All | +53.6% | +7.1% | +46.5% | +40.3% |
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