+49.9%
XLE vs ACHR
-58.8%
+108.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.7% |
| 7D | -7.2% | -5.1% | -2.1% | -7.3% |
| 30D | +0.1% | -12.7% | +12.8% | -0.1% |
| 3M | +9.2% | -22.4% | +31.6% | +9.0% |
| 6M | +8.4% | -28.6% | +37.0% | +8.5% |
| YTD | +44.9% | -45.2% | +90.1% | +47.5% |
| 1Y | +49.9% | -56.9% | +106.8% | +54.7% |
| All | +49.9% | -58.8% | +108.7% | +54.7% |
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