+65.4%
SLB vs AVAV
+7.1%
+58.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -9.8% | +6.1% | -2.8% |
| 7D | -7.7% | -24.3% | +16.6% | -5.4% |
| 30D | -0.7% | -28.9% | +28.2% | +2.3% |
| 3M | 0.0% | -39.3% | +39.2% | +4.2% |
| 6M | -10.4% | -38.8% | +28.3% | -7.6% |
| YTD | +31.5% | -57.8% | +89.3% | +39.3% |
| 1Y | +39.1% | -70.9% | +110.0% | +53.2% |
| 3Y | -5.7% | -14.8% | +9.1% | -12.9% |
| 5Y | +65.4% | +7.3% | +58.1% | +62.4% |
| All | +65.4% | +7.1% | +58.4% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling