+41.0%
XLE vs AVAV
-62.5%
+103.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +12.6% | -12.1% | +0.6% |
| 7D | -7.9% | +3.2% | -11.0% | -7.9% |
| 30D | -4.8% | -7.4% | +2.6% | -5.0% |
| 3M | +8.4% | -32.0% | +40.4% | +7.6% |
| 6M | +12.7% | -24.6% | +37.2% | +12.4% |
| YTD | +41.3% | -47.5% | +88.8% | +40.8% |
| All | +41.0% | -62.5% | +103.5% | +39.7% |
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 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