+626.9%
CEG vs ACHR
+51.1%
+575.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.7% | +3.9% | -1.1% |
| 7D | +1.3% | -2.7% | +4.0% | +1.6% |
| 30D | +8.8% | -12.1% | +21.0% | +10.2% |
| 3M | +17.0% | +3.4% | +13.6% | +15.5% |
| 6M | -8.7% | -15.6% | +6.9% | -8.2% |
| YTD | -16.4% | -26.9% | +10.4% | -14.9% |
| 1Y | -1.8% | -34.8% | +33.0% | +0.7% |
| 3Y | +175.8% | -19.2% | +195.0% | +167.3% |
| All | +626.9% | +51.1% | +575.8% | +532.5% |
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