+197.8%
XOM vs AVAV
+19.3%
+178.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +10.5% | -10.1% | -0.2% |
| 7D | -11.4% | -10.6% | -0.8% | -11.0% |
| 30D | +1.1% | -18.8% | +19.9% | +2.0% |
| 3M | +7.8% | -34.1% | +41.9% | +9.7% |
| 6M | +13.0% | -35.3% | +48.4% | +14.5% |
| YTD | +40.6% | -53.4% | +94.0% | +44.1% |
| 1Y | +49.1% | -65.6% | +114.7% | +56.2% |
| 3Y | +72.9% | -5.1% | +78.0% | +59.1% |
| All | +197.8% | +19.3% | +178.6% | +157.3% |
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