+23.2%
XBI vs AVAV
+44.7%
-21.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -4.0% | -1.6% |
| 7D | -0.9% | +3.2% | -4.1% | -1.4% |
| 30D | +2.9% | -20.3% | +23.2% | +6.2% |
| 3M | +26.2% | -19.4% | +45.6% | +28.8% |
| 6M | +30.7% | -35.3% | +66.0% | +37.0% |
| YTD | +32.9% | -38.5% | +71.4% | +37.8% |
| 1Y | +72.3% | -37.2% | +109.5% | +75.9% |
| 3Y | +107.2% | +31.1% | +76.1% | +70.7% |
| 5Y | +23.2% | +41.0% | -17.9% | -13.3% |
| All | +23.2% | +44.7% | -21.5% | -13.3% |
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