-69.0%
AVAV vs XME
+5.2%
-74.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -1.0% | -7.3% | -7.6% |
| 7D | -10.1% | -5.5% | -4.6% | -6.0% |
| 30D | -18.7% | -11.1% | -7.6% | -11.0% |
| 3M | -33.0% | -11.1% | -21.9% | -27.4% |
| 6M | -37.2% | -18.0% | -19.2% | -26.9% |
| YTD | -53.2% | -7.4% | -45.8% | -54.8% |
| 1Y | -69.0% | +6.7% | -75.7% | -73.9% |
| All | -69.0% | +5.2% | -74.2% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 1y: compounded portfolio wealth divided by compounded XME 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…
1y analysis · Full analysis span regression · 6 months rolling