-42.7%
ACHR vs XOP
+260.3%
-303.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.5% |
| 7D | -0.7% | +2.6% | -3.3% | -1.7% |
| 30D | +9.8% | +15.4% | -5.6% | +3.9% |
| 3M | -10.5% | +12.1% | -22.6% | -14.9% |
| 6M | -15.5% | +19.7% | -35.2% | -23.5% |
| YTD | -24.1% | +52.4% | -76.5% | -38.4% |
| 1Y | -32.4% | +47.6% | -80.0% | -44.5% |
| 3Y | -11.6% | +34.4% | -46.0% | -25.6% |
| 5Y | -42.9% | +154.4% | -197.3% | -56.2% |
| All | -42.7% | +260.3% | -303.0% | -56.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling