+17.0%
EIX vs AVAV
+32.4%
-15.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.2% |
| 7D | +1.0% | 0.0% | +1.0% | +0.9% |
| 30D | +8.9% | -9.9% | +18.8% | +9.3% |
| 3M | -9.8% | -34.7% | +24.9% | -7.9% |
| 6M | -10.2% | -26.6% | +16.4% | -9.5% |
| YTD | +5.9% | -48.9% | +54.9% | +8.6% |
| 1Y | +10.9% | -63.0% | +73.9% | +16.4% |
| 3Y | +10.2% | +1.6% | +8.6% | +0.9% |
| 5Y | +17.0% | +34.5% | -17.4% | +0.4% |
| All | +17.0% | +32.4% | -15.4% | +0.4% |
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 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