+379.1%
AVAV vs XPO
+1,421.2%
-1,042.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +6.3% | +6.3% | +10.9% |
| 7D | +3.2% | -1.9% | +5.1% | +3.9% |
| 30D | -7.4% | +2.5% | -9.9% | -7.9% |
| 3M | -32.0% | -7.2% | -24.8% | -30.7% |
| 6M | -24.6% | -8.1% | -16.5% | -23.0% |
| YTD | -47.5% | +38.3% | -85.9% | -52.2% |
| 1Y | -61.5% | +33.6% | -95.1% | -64.7% |
| 3Y | +5.5% | +133.1% | -127.6% | -20.0% |
| 5Y | +35.7% | +308.9% | -273.2% | -17.1% |
| 10Y | +379.1% | +1,371.8% | -992.7% | +113.3% |
| All | +379.1% | +1,421.2% | -1,042.1% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling