+248.3%
XOM vs AVAV
+39.7%
+208.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.6% |
| 7D | +1.8% | -2.2% | +4.0% | +1.9% |
| 30D | +5.9% | -13.9% | +19.8% | +6.5% |
| 3M | +5.6% | -29.2% | +34.8% | +7.0% |
| 6M | +7.9% | -36.1% | +44.0% | +9.8% |
| YTD | +35.2% | -40.2% | +75.4% | +37.1% |
| 1Y | +46.0% | -36.2% | +82.2% | +46.2% |
| 3Y | +55.0% | +47.5% | +7.5% | +38.4% |
| All | +248.3% | +39.7% | +208.7% | +206.4% |
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