+220.6%
CVX vs ACHR
-60.3%
+280.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.9% | +8.6% | +1.8% |
| 7D | +3.4% | -9.2% | +12.7% | +3.7% |
| 30D | -1.0% | -1.0% | 0.0% | -1.1% |
| 3M | +12.2% | -42.2% | +54.4% | +13.9% |
| 6M | +20.3% | -38.2% | +58.5% | +21.6% |
| YTD | +48.3% | -46.4% | +94.7% | +50.3% |
| 1Y | +46.9% | -49.4% | +96.3% | +49.1% |
| 3Y | +73.1% | -22.5% | +95.6% | +67.5% |
| 5Y | +135.2% | -29.8% | +165.0% | +121.3% |
| All | +220.6% | -60.3% | +280.9% | +187.9% |
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