+42.1%
OXY vs AVAV
-63.2%
+105.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.9% | +4.9% | +2.0% |
| 7D | +3.6% | +18.4% | -14.8% | +3.7% |
| 30D | -5.3% | -4.9% | -0.3% | -5.3% |
| 3M | +0.2% | -37.7% | +37.9% | -0.5% |
| 6M | +4.7% | -28.4% | +33.2% | +4.6% |
| YTD | +44.0% | -50.0% | +94.1% | +48.5% |
| 1Y | +42.1% | -62.6% | +104.7% | +44.4% |
| All | +42.1% | -63.2% | +105.2% | +44.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling