+74.4%
AVXC vs SPY
+49.6%
+24.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | +2.4% | -0.4% | +2.8% | +2.7% |
| 30D | +6.3% | -1.4% | +7.7% | +7.6% |
| 3M | +5.4% | +3.7% | +1.7% | +2.3% |
| 6M | +22.8% | +13.0% | +9.8% | +12.0% |
| YTD | +33.7% | +12.4% | +21.3% | +22.4% |
| 1Y | +47.7% | +18.5% | +29.2% | +30.5% |
| All | +74.4% | +49.6% | +24.8% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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