-59.6%
ACHR vs XOP
+250.5%
-310.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.9% | -7.9% | -7.3% |
| 7D | -9.2% | +6.3% | -15.6% | -11.4% |
| 30D | -1.0% | -6.6% | +5.6% | +1.2% |
| 3M | -42.2% | +3.6% | -45.7% | -43.4% |
| 6M | -38.2% | +10.8% | -48.9% | -41.6% |
| YTD | -46.4% | +48.3% | -94.7% | -56.4% |
| 1Y | -49.4% | +42.9% | -92.3% | -58.1% |
| 3Y | -22.5% | +43.3% | -65.8% | -36.5% |
| 5Y | -29.8% | +94.0% | -123.8% | -45.7% |
| All | -59.6% | +250.5% | -310.1% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 10y: compounded portfolio wealth divided by compounded XOP 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…
10y analysis · Full analysis span regression · 6 months rolling