+68.6%
CSX vs ACHR
-19.6%
+88.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +14.7% | -18.1% | -4.1% |
| 7D | -5.5% | +5.7% | -11.2% | -5.8% |
| 30D | +4.9% | -4.9% | +9.9% | +5.1% |
| 3M | -2.9% | -15.1% | +12.3% | -2.3% |
| 6M | +8.3% | -30.7% | +39.1% | +9.8% |
| YTD | +36.7% | -41.0% | +77.7% | +39.4% |
| 1Y | +41.5% | -50.0% | +91.5% | +45.5% |
| 3Y | +68.6% | -17.0% | +85.6% | +63.4% |
| All | +68.6% | -19.6% | +88.2% | +63.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling