-43.8%
ACHR vs XOP
+165.6%
-209.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -16.4% |
| 3M | +3.4% | +19.5% | -16.1% | -6.0% |
| 6M | -15.6% | +21.6% | -37.2% | -25.7% |
| YTD | -26.9% | +55.8% | -82.7% | -44.0% |
| 1Y | -34.8% | +54.6% | -89.4% | -50.0% |
| 3Y | -19.2% | +36.6% | -55.9% | -35.2% |
| 5Y | -43.8% | +160.6% | -204.4% | -58.0% |
| All | -43.8% | +165.6% | -209.4% | -58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling