+189.0%
CDE vs ACHR
-42.8%
+231.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.7% |
| 3M | +25.5% | +5.3% | +20.2% | +22.8% |
| 6M | -7.9% | -13.2% | +5.3% | -6.4% |
| YTD | +15.6% | -25.8% | +41.4% | +21.1% |
| 1Y | +34.0% | -34.3% | +68.3% | +42.8% |
| 3Y | +791.9% | -19.9% | +811.9% | +715.3% |
| All | +189.0% | -42.8% | +231.7% | +106.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling