+123.0%
OXY vs AVAV
+397.6%
-274.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | -0.2% | +9.9% | -10.0% | -2.5% |
| 30D | -6.4% | -5.4% | -1.0% | -5.9% |
| 3M | -2.6% | -36.5% | +33.9% | +5.7% |
| 6M | +4.8% | -25.3% | +30.0% | +6.9% |
| YTD | +41.2% | -48.6% | +89.7% | +51.3% |
| 1Y | +39.5% | -62.1% | +101.6% | +59.3% |
| 3Y | -0.8% | +2.3% | -3.1% | -17.3% |
| 5Y | +91.6% | +35.4% | +56.2% | +38.7% |
| 10Y | +15.7% | +345.1% | -329.3% | -39.6% |
| All | +123.0% | +397.6% | -274.6% | +0.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling