+16.6%
OXY vs AVAV
+327.1%
-310.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.9% | +4.9% | +2.6% |
| 7D | +3.6% | +18.4% | -14.8% | +0.1% |
| 30D | -5.3% | -4.9% | -0.3% | -4.9% |
| 3M | +0.2% | -37.7% | +37.9% | +8.4% |
| 6M | +4.7% | -28.4% | +33.2% | +7.6% |
| YTD | +44.0% | -50.0% | +94.1% | +54.5% |
| 1Y | +42.1% | -62.6% | +104.7% | +61.8% |
| 3Y | +1.2% | -0.6% | +1.8% | -17.0% |
| 5Y | +95.7% | +31.9% | +63.8% | +36.7% |
| All | +16.6% | +327.1% | -310.5% | -28.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling