+17.3%
OXY vs AVAV
+315.4%
-298.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.1% |
| 7D | +4.2% | +4.2% | 0.0% | +3.2% |
| 30D | -4.3% | -2.6% | -1.8% | -4.4% |
| 3M | +2.3% | -38.0% | +40.2% | +10.7% |
| 6M | +5.5% | -27.0% | +32.5% | +7.9% |
| YTD | +44.9% | -51.4% | +96.3% | +56.2% |
| 1Y | +42.6% | -60.2% | +102.8% | +60.0% |
| 3Y | +0.7% | -6.7% | +7.4% | -16.1% |
| 5Y | +96.9% | +28.3% | +68.5% | +38.2% |
| All | +17.3% | +315.4% | -298.1% | -27.7% |
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 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