+58.1%
XLE vs AVAV
-14.7%
+72.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -9.8% | +6.9% | -2.6% |
| 7D | -10.3% | -24.3% | +14.0% | -9.4% |
| 30D | -3.3% | -28.9% | +25.6% | -2.2% |
| 3M | +8.2% | -39.3% | +47.4% | +9.9% |
| 6M | +5.0% | -38.8% | +43.8% | +6.2% |
| YTD | +40.6% | -57.8% | +98.4% | +43.7% |
| 1Y | +45.0% | -70.9% | +115.9% | +52.2% |
| All | +58.1% | -14.7% | +72.8% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling