+27.7%
AVAV vs XPO
+306.2%
-278.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -5.0% | -3.3% |
| 7D | +4.2% | +9.0% | -4.7% | +2.2% |
| 30D | -2.6% | +4.2% | -6.7% | -3.4% |
| 3M | -38.0% | -8.7% | -29.3% | -36.6% |
| 6M | -27.0% | -2.8% | -24.2% | -26.6% |
| YTD | -51.4% | +41.9% | -93.3% | -55.5% |
| 1Y | -60.2% | +42.3% | -102.6% | -63.8% |
| 3Y | -6.7% | +127.3% | -133.9% | -26.3% |
| All | +27.7% | +306.2% | -278.5% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling