+35.8%
XLC vs AVAV
+18.1%
+17.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +10.5% | -10.0% | -0.5% |
| 7D | +4.9% | -10.6% | +15.5% | +5.8% |
| 30D | -5.8% | -18.8% | +13.0% | -4.3% |
| 3M | -5.4% | -34.1% | +28.7% | -2.2% |
| 6M | -10.2% | -35.3% | +25.2% | -7.7% |
| YTD | -10.2% | -53.4% | +43.2% | -6.1% |
| 1Y | -5.6% | -65.6% | +60.0% | +2.0% |
| 3Y | +61.0% | -5.1% | +66.1% | +44.5% |
| All | +35.8% | +18.1% | +17.7% | +8.7% |
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