-34.3%
ACHR vs XEL
+7.7%
-42.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -2.3% | -0.3% | -2.0% | -2.3% |
| 30D | -11.3% | -3.9% | -7.3% | -11.6% |
| 3M | +5.3% | -2.8% | +8.1% | +4.5% |
| 6M | -13.2% | -5.4% | -7.8% | -13.5% |
| YTD | -25.8% | +3.8% | -29.6% | -27.6% |
| 1Y | -34.3% | +6.8% | -41.1% | -31.1% |
| All | -34.3% | +7.7% | -42.0% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 1y: compounded portfolio wealth divided by compounded XEL 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…
1y analysis · Full analysis span regression · 6 months rolling