+212.1%
CVX vs ACHR
-45.0%
+257.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.5% |
| 7D | +2.6% | -2.3% | +4.9% | +2.7% |
| 30D | +9.8% | -11.3% | +21.1% | +10.2% |
| 3M | +16.2% | +5.3% | +10.9% | +15.7% |
| 6M | +13.6% | -13.2% | +26.8% | +13.7% |
| YTD | +44.4% | -25.8% | +70.2% | +45.1% |
| 1Y | +40.6% | -34.3% | +74.9% | +41.5% |
| 3Y | +48.2% | -19.9% | +68.1% | +43.8% |
| 5Y | +172.3% | -42.7% | +214.9% | +158.2% |
| All | +212.1% | -45.0% | +257.1% | +178.0% |
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