+29.7%
XOP vs AVAV
-5.8%
+35.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.5% | -10.7% | -0.8% |
| 7D | -14.7% | -10.6% | -4.1% | -14.2% |
| 30D | -7.7% | -18.8% | +11.1% | -6.7% |
| 3M | +4.4% | -34.1% | +38.5% | +6.5% |
| 6M | +3.5% | -35.3% | +38.9% | +5.2% |
| YTD | +39.4% | -53.4% | +92.8% | +43.0% |
| 1Y | +39.8% | -65.6% | +105.4% | +48.2% |
| 3Y | +29.7% | -5.1% | +34.7% | +15.5% |
| All | +29.7% | -5.8% | +35.4% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling