+64.8%
SLB vs AVAV
+34.3%
+30.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +12.6% | -11.7% | -0.2% |
| 7D | -3.7% | +3.2% | -6.8% | -4.1% |
| 30D | +2.9% | -7.4% | +10.3% | +3.4% |
| 3M | +0.2% | -32.0% | +32.2% | +3.3% |
| 6M | -4.4% | -24.6% | +20.1% | -3.4% |
| YTD | +33.4% | -47.5% | +80.9% | +38.4% |
| 1Y | +40.8% | -61.5% | +102.3% | +50.7% |
| 3Y | +3.2% | +5.5% | -2.3% | -6.6% |
| 5Y | +64.8% | +35.7% | +29.1% | +40.1% |
| All | +64.8% | +34.3% | +30.5% | +40.1% |
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