+45.2%
XOM vs AVAV
-62.1%
+107.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +1.4% |
| 7D | -1.5% | +9.9% | -11.4% | -1.3% |
| 30D | -3.2% | -5.4% | +2.2% | -3.3% |
| 3M | +5.0% | -36.5% | +41.5% | +3.7% |
| 6M | +12.9% | -25.3% | +38.1% | +12.1% |
| YTD | +41.3% | -48.6% | +89.9% | +40.5% |
| All | +45.2% | -62.1% | +107.3% | +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