+31.1%
AVAV vs XLRE
+31.7%
-0.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +2.9% | +2.9% |
| 7D | +3.2% | -0.3% | +3.5% | +3.3% |
| 30D | -20.3% | -2.4% | -17.9% | -19.7% |
| 3M | -19.4% | +0.6% | -20.0% | -20.1% |
| 6M | -35.3% | +3.9% | -39.2% | -36.8% |
| YTD | -38.5% | +10.5% | -49.0% | -41.2% |
| 1Y | -37.2% | +8.4% | -45.6% | -39.6% |
| 3Y | +31.1% | +32.8% | -1.7% | +17.0% |
| All | +31.1% | +31.7% | -0.6% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 3y: compounded portfolio wealth divided by compounded XLRE 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…
3y analysis · Full analysis span regression · 6 months rolling