+52.6%
XOM vs AVTR
+37.4%
+15.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.4% | -5.0% | -4.6% |
| 7D | -7.0% | -6.2% | -0.8% | -7.3% |
| 30D | +3.2% | -1.0% | +4.2% | +3.2% |
| 3M | +10.7% | +14.4% | -3.7% | +11.7% |
| 6M | +11.6% | +95.9% | -84.3% | +18.2% |
| YTD | +43.5% | +36.6% | +6.9% | +52.4% |
| 1Y | +52.6% | +35.1% | +17.5% | +61.7% |
| All | +52.6% | +37.4% | +15.2% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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