+59.7%
XOM vs ACHR
-21.5%
+81.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.6% |
| 7D | +1.9% | -5.4% | +7.2% | +1.9% |
| 30D | +4.1% | -19.7% | +23.8% | +4.4% |
| 3M | +10.4% | +7.9% | +2.5% | +10.1% |
| 6M | +13.0% | -13.8% | +26.8% | +13.2% |
| YTD | +40.1% | -27.5% | +67.6% | +40.8% |
| 1Y | +51.1% | -33.9% | +85.1% | +52.0% |
| All | +59.7% | -21.5% | +81.2% | +53.9% |
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