+46.0%
XOM vs AVAV
-39.1%
+85.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.7% |
| 7D | +1.8% | -2.2% | +4.0% | +1.7% |
| 30D | +5.9% | -13.9% | +19.8% | +5.5% |
| 3M | +5.6% | -29.2% | +34.8% | +5.0% |
| 6M | +7.9% | -36.1% | +44.0% | +7.9% |
| YTD | +35.2% | -40.2% | +75.4% | +34.8% |
| 1Y | +46.0% | -36.2% | +82.2% | +42.1% |
| All | +46.0% | -39.1% | +85.1% | +42.1% |
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