+35.1%
XOP vs AVAV
+48.2%
-13.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.7% |
| 7D | +2.6% | -2.2% | +4.8% | +2.7% |
| 30D | +15.4% | -13.9% | +29.4% | +16.3% |
| 3M | +12.1% | -29.2% | +41.3% | +14.0% |
| 6M | +19.7% | -36.1% | +55.8% | +22.3% |
| YTD | +52.4% | -40.2% | +92.6% | +54.5% |
| 1Y | +47.6% | -36.2% | +83.8% | +47.3% |
| All | +35.1% | +48.2% | -13.1% | +19.6% |
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 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