+23.5%
XLP vs AVAV
-71.4%
+94.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.8% | +9.1% | -0.9% |
| 7D | +3.5% | -24.3% | +27.8% | +3.1% |
| 30D | +11.6% | -28.9% | +40.4% | +11.2% |
| 3M | +7.6% | -39.3% | +46.9% | +7.2% |
| 6M | +10.0% | -38.8% | +48.8% | +9.7% |
| YTD | +19.7% | -57.8% | +77.5% | +20.4% |
| 1Y | +23.5% | -70.9% | +94.4% | +23.9% |
| All | +23.5% | -71.4% | +94.9% | +23.9% |
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