+117.8%
ORLY vs AVAV
+44.7%
+73.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.9% | -5.1% | -2.4% |
| 7D | -2.3% | +3.2% | -5.5% | -2.5% |
| 30D | -8.2% | -20.3% | +12.2% | -7.5% |
| 3M | -3.5% | -19.4% | +15.9% | -3.1% |
| 6M | -9.2% | -35.3% | +26.0% | -8.4% |
| YTD | -5.8% | -38.5% | +32.7% | -5.2% |
| 1Y | -19.3% | -37.2% | +17.9% | -19.1% |
| 3Y | +34.4% | +31.1% | +3.3% | +26.9% |
| 5Y | +117.8% | +41.0% | +76.8% | +97.8% |
| All | +117.8% | +44.7% | +73.1% | +97.8% |
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