+64.0%
CVX vs AVAV
-5.8%
+69.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.5% | -10.6% | -0.4% |
| 7D | -9.7% | -10.6% | +0.9% | -9.6% |
| 30D | +3.6% | -18.8% | +22.4% | +4.0% |
| 3M | +13.3% | -34.1% | +47.4% | +14.1% |
| 6M | +16.9% | -35.3% | +52.2% | +17.5% |
| YTD | +43.4% | -53.4% | +96.8% | +45.2% |
| 1Y | +44.5% | -65.6% | +110.1% | +48.3% |
| 3Y | +64.0% | -5.1% | +69.0% | +54.4% |
| All | +64.0% | -5.8% | +69.8% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 3y: compounded portfolio wealth divided by compounded AVAV 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…
3y analysis · Full analysis span regression · 6 months rolling