+29.0%
XEL vs AVAV
+33.5%
-4.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | -0.8% |
| 7D | +0.9% | -3.2% | +4.1% | +1.0% |
| 30D | -0.9% | -25.6% | +24.7% | -0.3% |
| 3M | -1.4% | -20.2% | +18.8% | -1.0% |
| 6M | -5.8% | -38.1% | +32.2% | -5.0% |
| YTD | +4.7% | -41.8% | +46.5% | +5.5% |
| 1Y | +9.1% | -39.0% | +48.1% | +9.5% |
| 3Y | +47.8% | +24.1% | +23.8% | +40.0% |
| 5Y | +29.0% | +53.0% | -24.0% | +18.1% |
| All | +29.0% | +33.5% | -4.5% | +18.1% |
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