+48.0%
CVX vs ACHR
-20.7%
+68.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.7% | +7.6% | +2.0% |
| 7D | +1.0% | -2.7% | +3.6% | +1.0% |
| 30D | +10.7% | -12.1% | +22.8% | +10.9% |
| 3M | +15.5% | +3.4% | +12.1% | +15.2% |
| 6M | +14.9% | -15.6% | +30.5% | +15.2% |
| YTD | +44.2% | -26.9% | +71.1% | +45.1% |
| 1Y | +43.5% | -34.8% | +78.3% | +44.5% |
| All | +48.0% | -20.7% | +68.8% | +40.6% |
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