+34.0%
CDE vs ACHR
-32.6%
+66.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | +0.2% |
| 7D | -3.1% | -2.3% | -0.8% | -2.3% |
| 30D | +9.5% | -11.3% | +20.8% | +14.2% |
| 3M | +25.5% | +5.3% | +20.2% | +18.5% |
| 6M | -7.9% | -13.2% | +5.3% | -4.5% |
| YTD | +15.6% | -25.8% | +41.4% | +29.0% |
| 1Y | +34.0% | -34.3% | +68.3% | +65.7% |
| All | +34.0% | -32.6% | +66.7% | +65.7% |
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