+105.2%
CTVA vs AVAV
+44.7%
+60.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.9% | -5.1% | -2.4% |
| 7D | -2.1% | +3.2% | -5.3% | -2.3% |
| 30D | +12.0% | -20.3% | +32.4% | +13.5% |
| 3M | +13.5% | -19.4% | +32.9% | +14.4% |
| 6M | +12.1% | -35.3% | +47.4% | +14.4% |
| YTD | +29.0% | -38.5% | +67.5% | +31.1% |
| 1Y | +18.9% | -37.2% | +56.1% | +19.6% |
| 3Y | +78.9% | +31.1% | +47.8% | +62.8% |
| 5Y | +105.2% | +41.0% | +64.2% | +85.9% |
| All | +105.2% | +44.7% | +60.5% | +85.9% |
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