+115.6%
EOG vs AVAV
+28.1%
+87.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.5% | +1.9% |
| 7D | +7.6% | +4.2% | +3.4% | +7.3% |
| 30D | +3.4% | -2.6% | +5.9% | +3.4% |
| 3M | +12.7% | -38.0% | +50.7% | +15.5% |
| 6M | +19.0% | -27.0% | +46.0% | +19.8% |
| YTD | +55.6% | -51.4% | +107.0% | +59.3% |
| 1Y | +49.5% | -60.2% | +109.8% | +56.0% |
| 3Y | +43.2% | -6.7% | +49.8% | +28.7% |
| All | +115.6% | +28.1% | +87.5% | +72.7% |
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