+639.5%
CEG vs ACHR
+56.9%
+582.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.7% | +5.0% |
| 7D | +8.0% | -0.7% | +8.7% | +8.1% |
| 30D | +12.9% | +9.8% | +3.1% | +11.4% |
| 3M | +13.2% | -10.5% | +23.7% | +13.5% |
| 6M | -7.0% | -15.5% | +8.5% | -6.4% |
| YTD | -15.0% | -24.1% | +9.1% | -13.8% |
| 1Y | -2.7% | -32.4% | +29.7% | -0.6% |
| 3Y | +184.1% | -11.6% | +195.7% | +173.1% |
| All | +639.5% | +56.9% | +582.6% | +540.7% |
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