+2.0%
OXY vs AVAV
+516.1%
-514.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.9% | -1.8% | +0.5% |
| 7D | -0.5% | +3.2% | -3.7% | -1.1% |
| 30D | +8.5% | -20.3% | +28.8% | +12.9% |
| 3M | +6.0% | -19.4% | +25.4% | +8.4% |
| 6M | +13.0% | -35.3% | +48.2% | +19.0% |
| YTD | +48.9% | -38.5% | +87.4% | +54.8% |
| 1Y | +36.4% | -37.2% | +73.6% | +38.8% |
| 3Y | -2.3% | +31.1% | -33.4% | -23.8% |
| 5Y | +160.6% | +41.0% | +119.6% | +84.4% |
| 10Y | +2.0% | +508.8% | -506.8% | -43.3% |
| All | +2.0% | +516.1% | -514.1% | -43.3% |
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