-45.3%
ACHR vs XOP
+269.3%
-314.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -5.4% | +1.6% | -7.0% | -6.0% |
| 30D | -19.7% | +9.6% | -29.3% | -22.6% |
| 3M | +7.9% | +16.9% | -9.0% | +0.7% |
| 6M | -13.8% | +24.0% | -37.8% | -23.0% |
| YTD | -27.5% | +56.2% | -83.7% | -41.8% |
| 1Y | -33.9% | +51.8% | -85.7% | -46.3% |
| 3Y | -20.0% | +37.0% | -56.9% | -33.2% |
| 5Y | -44.0% | +163.4% | -207.4% | -57.5% |
| All | -45.3% | +269.3% | -314.6% | -59.1% |
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