+42.0%
XOP vs AVAV
-1.1%
+43.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.5% | +1.8% |
| 7D | +5.2% | +18.4% | -13.2% | +4.1% |
| 30D | -8.4% | -4.9% | -3.4% | -8.2% |
| 3M | +2.9% | -37.7% | +40.6% | +5.3% |
| 6M | +8.8% | -28.4% | +37.3% | +9.8% |
| YTD | +46.9% | -50.0% | +96.9% | +50.0% |
| 1Y | +41.5% | -62.6% | +104.1% | +49.2% |
| All | +42.0% | -1.1% | +43.1% | +26.8% |
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