+85.9%
CSX vs ACHR
-60.3%
+146.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.9% | +6.3% | -0.3% |
| 7D | +6.0% | -9.2% | +15.2% | +6.5% |
| 30D | +7.8% | -1.0% | +8.8% | +7.7% |
| 3M | +4.1% | -42.2% | +46.3% | +7.0% |
| 6M | +17.9% | -38.2% | +56.1% | +20.1% |
| YTD | +44.9% | -46.4% | +91.3% | +48.3% |
| 1Y | +51.1% | -49.4% | +100.5% | +55.0% |
| 3Y | +78.3% | -22.5% | +100.8% | +71.6% |
| 5Y | +58.1% | -29.8% | +87.9% | +44.0% |
| All | +85.9% | -60.3% | +146.2% | +62.7% |
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 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