+1.2%
OXY vs ACHR
-21.5%
+22.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.3% |
| 7D | +1.4% | -5.4% | +6.8% | +1.5% |
| 30D | +4.0% | -19.7% | +23.8% | +4.7% |
| 3M | +7.6% | +7.9% | -0.3% | +7.0% |
| 6M | +16.2% | -13.8% | +30.0% | +16.4% |
| YTD | +50.8% | -27.5% | +78.3% | +52.2% |
| 1Y | +34.7% | -33.9% | +68.6% | +36.0% |
| All | +1.2% | -21.5% | +22.7% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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