+42.6%
XOP vs AVAV
+423.1%
-380.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +12.6% | -12.4% | -2.1% |
| 7D | -10.0% | +3.2% | -13.2% | -10.8% |
| 30D | -9.1% | -7.4% | -1.7% | -8.3% |
| 3M | +5.1% | -32.0% | +37.1% | +11.8% |
| 6M | +6.4% | -24.6% | +30.9% | +8.4% |
| YTD | +39.7% | -47.5% | +87.2% | +48.0% |
| 1Y | +37.2% | -61.5% | +98.7% | +55.1% |
| 3Y | +37.6% | +5.5% | +32.2% | +12.3% |
| 5Y | +76.5% | +35.7% | +40.8% | +26.1% |
| 10Y | +42.6% | +379.1% | -336.5% | -18.6% |
| All | +42.6% | +423.1% | -380.5% | -18.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling