+149.9%
XLE vs AVAV
+18.1%
+131.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.5% | -10.5% | -0.7% |
| 7D | -12.0% | -10.6% | -1.4% | -11.4% |
| 30D | -2.7% | -18.8% | +16.0% | -1.5% |
| 3M | +6.6% | -34.1% | +40.7% | +9.2% |
| 6M | +9.5% | -35.3% | +44.9% | +11.6% |
| YTD | +40.6% | -53.4% | +93.9% | +45.3% |
| 1Y | +43.6% | -65.6% | +109.2% | +52.6% |
| 3Y | +58.1% | -5.1% | +63.2% | +44.0% |
| All | +149.9% | +18.1% | +131.8% | +109.8% |
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