+130.0%
CVX vs AVAV
+28.1%
+101.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.7% | +4.4% | +1.8% |
| 7D | +3.4% | +4.2% | -0.8% | +3.2% |
| 30D | -1.0% | -2.6% | +1.6% | -1.0% |
| 3M | +12.2% | -38.0% | +50.2% | +14.6% |
| 6M | +20.3% | -27.0% | +47.3% | +21.0% |
| YTD | +48.3% | -51.4% | +99.7% | +51.9% |
| 1Y | +46.9% | -60.2% | +107.1% | +52.5% |
| 3Y | +73.1% | -6.7% | +79.8% | +60.5% |
| All | +130.0% | +28.1% | +101.9% | +100.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling