-2.8%
OXY vs AVAV
+2.7%
-5.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +12.6% | -13.7% | -1.7% |
| 7D | -8.2% | +3.2% | -11.3% | -8.4% |
| 30D | -7.2% | -7.4% | +0.2% | -7.0% |
| 3M | +0.2% | -32.0% | +32.2% | +1.8% |
| 6M | +6.1% | -24.6% | +30.7% | +6.6% |
| YTD | +37.5% | -47.5% | +85.0% | +40.7% |
| 1Y | +37.7% | -61.5% | +99.2% | +44.8% |
| 3Y | -2.8% | +5.5% | -8.2% | -10.2% |
| All | -2.8% | +2.7% | -5.5% | -10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling