+92.5%
EOG vs AVAV
+18.1%
+74.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +10.5% | -8.9% | +0.9% |
| 7D | -11.1% | -10.6% | -0.5% | -10.6% |
| 30D | +2.7% | -18.8% | +21.5% | +3.8% |
| 3M | +8.8% | -34.1% | +42.9% | +11.1% |
| 6M | +10.8% | -35.3% | +46.1% | +12.6% |
| YTD | +44.6% | -53.4% | +98.0% | +48.5% |
| 1Y | +44.6% | -65.6% | +110.2% | +53.0% |
| 3Y | +29.5% | -5.1% | +34.6% | +15.7% |
| All | +92.5% | +18.1% | +74.4% | +53.2% |
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