-43.8%
ACHR vs EIX
+24.3%
-68.0%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.2% | -2.5% | -4.4% |
| 7D | -2.7% | +4.1% | -6.7% | -4.1% |
| 30D | -12.1% | -15.3% | +3.2% | -8.4% |
| 3M | +3.4% | -18.4% | +21.8% | +8.5% |
| 6M | -15.6% | -16.8% | +1.2% | -13.0% |
| YTD | -26.9% | -0.6% | -26.3% | -32.3% |
| 1Y | -34.8% | +10.7% | -45.4% | -43.5% |
| 3Y | -19.2% | -4.5% | -14.8% | -21.6% |
| 5Y | -43.8% | +24.0% | -67.8% | -42.0% |
| All | -43.8% | +24.3% | -68.0% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 5y: compounded portfolio wealth divided by compounded EIX 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…
5y analysis · Full analysis span regression · 6 months rolling