+639.7%
CEG vs ACHR
+60.2%
+579.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.2% |
| 7D | +6.7% | +4.9% | +1.8% | +6.1% |
| 30D | +11.0% | +4.3% | +6.7% | +10.1% |
| 3M | +19.5% | +1.7% | +17.7% | +18.2% |
| 6M | -5.9% | -6.9% | +1.0% | -6.3% |
| YTD | -15.0% | -22.5% | +7.5% | -14.0% |
| 1Y | +0.6% | -31.5% | +32.1% | +2.6% |
| 3Y | +180.6% | -14.4% | +195.0% | +170.2% |
| All | +639.7% | +60.2% | +579.5% | +539.4% |
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