+111.7%
CDE vs ACHR
-45.0%
+156.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | +0.7% |
| 7D | -3.1% | -2.3% | -0.8% | -2.7% |
| 30D | +9.5% | -11.3% | +20.8% | +11.6% |
| 3M | +25.5% | +5.3% | +20.2% | +22.9% |
| 6M | -7.9% | -13.2% | +5.3% | -6.5% |
| YTD | +15.6% | -25.8% | +41.4% | +20.9% |
| 1Y | +34.0% | -34.3% | +68.3% | +42.4% |
| 3Y | +791.9% | -19.9% | +811.9% | +720.9% |
| 5Y | +197.7% | -42.7% | +240.4% | +127.7% |
| All | +111.7% | -45.0% | +156.8% | +35.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling