+13.0%
CVS vs AVAV
+28.1%
-15.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.3% | -0.4% |
| 7D | +6.6% | +4.2% | +2.3% | +6.4% |
| 30D | -0.4% | -2.6% | +2.1% | -0.4% |
| 3M | -5.3% | -38.0% | +32.7% | -4.5% |
| 6M | -7.7% | -27.0% | +19.3% | -7.5% |
| YTD | +16.0% | -51.4% | +67.5% | +16.6% |
| 1Y | +16.2% | -60.2% | +76.5% | +17.6% |
| 3Y | +47.6% | -6.7% | +54.2% | +40.1% |
| All | +13.0% | +28.1% | -15.1% | +5.3% |
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