-3.7%
XLC vs AVAV
-63.5%
+59.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.5% |
| 7D | +6.2% | 0.0% | +6.3% | +6.1% |
| 30D | -2.4% | -9.9% | +7.6% | -2.2% |
| 3M | -3.3% | -34.7% | +31.4% | -2.1% |
| 6M | -7.3% | -26.6% | +19.3% | -6.6% |
| YTD | -7.6% | -48.9% | +41.3% | -6.5% |
| 1Y | -3.7% | -63.0% | +59.3% | -0.2% |
| All | -3.7% | -63.5% | +59.8% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling