-31.2%
ACHR vs XOP
+3.4%
-34.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | +1.6% | -12.6% | -10.7% |
| 7D | +11.9% | +5.2% | +6.7% | +12.5% |
| 30D | -2.5% | -8.4% | +5.9% | -4.4% |
| 3M | -31.2% | +2.9% | -34.1% | -32.4% |
| All | -31.2% | +3.4% | -34.5% | -32.4% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling