+308.9%
AVAV vs XPO
+1,266.4%
-957.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -5.0% | -3.3% |
| 7D | +4.2% | +9.0% | -4.7% | +2.0% |
| 30D | -2.6% | +4.2% | -6.7% | -3.5% |
| 3M | -38.0% | -8.7% | -29.3% | -36.5% |
| 6M | -27.0% | -2.8% | -24.2% | -26.6% |
| YTD | -51.4% | +41.9% | -93.3% | -56.0% |
| 1Y | -60.2% | +42.3% | -102.6% | -64.2% |
| 3Y | -6.7% | +127.3% | -133.9% | -28.7% |
| 5Y | +28.3% | +306.4% | -278.1% | -21.5% |
| All | +308.9% | +1,266.4% | -957.5% | +80.8% |
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