+92.7%
XOP vs AVAV
+28.1%
+64.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.7% | +1.2% |
| 7D | +6.3% | +4.2% | +2.1% | +5.8% |
| 30D | -6.6% | -2.6% | -4.0% | -6.6% |
| 3M | +3.6% | -38.0% | +41.5% | +8.3% |
| 6M | +10.8% | -27.0% | +37.8% | +12.3% |
| YTD | +48.3% | -51.4% | +99.7% | +54.8% |
| 1Y | +42.9% | -60.2% | +103.2% | +53.5% |
| 3Y | +43.3% | -6.7% | +50.0% | +24.7% |
| All | +92.7% | +28.1% | +64.6% | +43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling