+52.6%
XOM vs ACHR
-58.8%
+111.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.6% |
| 7D | -7.0% | -5.1% | -1.9% | -7.2% |
| 30D | +3.2% | -12.7% | +15.9% | +2.7% |
| 3M | +10.7% | -22.4% | +33.1% | +9.8% |
| 6M | +11.6% | -28.6% | +40.2% | +10.9% |
| YTD | +43.5% | -45.2% | +88.7% | +44.8% |
| 1Y | +52.6% | -56.9% | +109.5% | +55.0% |
| All | +52.6% | -58.8% | +111.4% | +55.0% |
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