-1.7%
XLC vs ACHR
-52.5%
+50.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.9% | +8.0% | +1.5% |
| 7D | +3.7% | -9.2% | +13.0% | +4.3% |
| 30D | -1.9% | -1.0% | -0.9% | -2.0% |
| 3M | -3.1% | -42.2% | +39.1% | -0.2% |
| 6M | -6.4% | -38.2% | +31.8% | -4.0% |
| YTD | -6.8% | -46.4% | +39.6% | -5.1% |
| 1Y | -1.7% | -49.4% | +47.7% | +0.4% |
| All | -1.7% | -52.5% | +50.8% | +0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling