-21.1%
ACHR vs XOP
+35.8%
-56.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.6% | -6.2% | -5.9% |
| 7D | -2.7% | +1.0% | -3.6% | -3.1% |
| 30D | -12.1% | +10.8% | -23.0% | -16.7% |
| 3M | +3.4% | +19.5% | -16.1% | -6.7% |
| 6M | -15.6% | +21.6% | -37.2% | -27.3% |
| YTD | -26.9% | +55.8% | -82.7% | -48.0% |
| 1Y | -34.8% | +54.6% | -89.4% | -53.6% |
| All | -21.1% | +35.8% | -56.9% | -43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling