+109.3%
CDE vs ACHR
-46.3%
+155.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -3.0% |
| 7D | -6.1% | -5.4% | -0.7% | -5.1% |
| 30D | +9.5% | -19.7% | +29.2% | +13.7% |
| 3M | +32.0% | +7.9% | +24.1% | +28.7% |
| 6M | -12.8% | -13.8% | +1.0% | -11.3% |
| YTD | +14.2% | -27.5% | +41.7% | +20.0% |
| 1Y | +36.3% | -33.9% | +70.2% | +44.8% |
| 3Y | +821.4% | -20.0% | +841.4% | +749.1% |
| 5Y | +194.3% | -44.0% | +238.2% | +126.1% |
| All | +109.3% | -46.3% | +155.6% | +34.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling