-2.2%
OXY vs AVAV
+24.2%
-26.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.9% |
| 7D | +1.6% | -2.2% | +3.8% | +1.7% |
| 30D | +11.6% | -13.9% | +25.5% | +12.3% |
| 3M | +2.8% | -29.2% | +32.0% | +4.5% |
| 6M | +13.0% | -36.1% | +49.2% | +15.6% |
| YTD | +47.4% | -40.2% | +87.6% | +50.2% |
| 1Y | +31.5% | -36.2% | +67.7% | +31.7% |
| All | -2.2% | +24.2% | -26.4% | -17.9% |
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