+85.4%
CSX vs ACHR
-52.1%
+137.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.2% | -1.6% | +1.4% |
| 7D | -0.3% | +18.0% | -18.2% | -1.3% |
| 30D | +8.7% | +3.6% | +5.1% | +8.3% |
| 3M | +4.2% | -28.4% | +32.6% | +5.9% |
| 6M | +16.7% | -25.7% | +42.4% | +17.7% |
| YTD | +44.5% | -35.4% | +79.9% | +46.4% |
| 1Y | +50.3% | -45.6% | +95.9% | +53.7% |
| 3Y | +76.3% | -2.2% | +78.5% | +67.6% |
| 5Y | +58.1% | -20.3% | +78.5% | +42.6% |
| All | +85.4% | -52.1% | +137.5% | +60.7% |
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