+231.7%
CTVA vs AVAV
+118.4%
+113.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.7% |
| 7D | +4.9% | -2.2% | +7.2% | +5.2% |
| 30D | +11.9% | -13.9% | +25.8% | +13.6% |
| 3M | +13.7% | -29.2% | +42.9% | +17.3% |
| 6M | +13.1% | -36.1% | +49.3% | +17.5% |
| YTD | +32.0% | -40.2% | +72.2% | +36.2% |
| 1Y | +22.1% | -36.2% | +58.3% | +23.0% |
| 3Y | +77.5% | +47.5% | +30.0% | +45.6% |
| 5Y | +106.3% | +39.3% | +67.0% | +64.2% |
| All | +231.7% | +118.4% | +113.2% | +78.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling