+562.3%
CEG vs ACHR
+29.4%
+532.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | -2.8% |
| 7D | +1.7% | +14.0% | -12.4% | +0.1% |
| 30D | -10.2% | -5.0% | -5.1% | -9.8% |
| 3M | -0.8% | -24.8% | +23.9% | +1.9% |
| 6M | -11.5% | -27.3% | +15.8% | -9.5% |
| YTD | -23.9% | -37.4% | +13.5% | -21.3% |
| 1Y | -25.4% | -44.3% | +18.9% | -22.0% |
| 3Y | +124.2% | -5.2% | +129.4% | +116.2% |
| All | +562.3% | +29.4% | +532.9% | +485.0% |
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