-44.8%
ACHR vs XEL
+35.5%
-80.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.9% | -4.8% | -5.4% |
| 7D | -2.7% | +0.9% | -3.6% | -2.9% |
| 30D | -12.1% | -0.9% | -11.3% | -11.9% |
| 3M | +3.4% | -1.4% | +4.8% | +3.4% |
| 6M | -15.6% | -5.8% | -9.8% | -14.6% |
| YTD | -26.9% | +4.7% | -31.6% | -28.9% |
| 1Y | -34.8% | +9.1% | -43.8% | -37.7% |
| 3Y | -19.2% | +47.8% | -67.1% | -29.4% |
| 5Y | -43.8% | +29.0% | -72.8% | -50.2% |
| All | -44.8% | +35.5% | -80.4% | -53.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling