+170.6%
CVX vs ACHR
-44.8%
+215.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.5% |
| 7D | +0.7% | -5.4% | +6.1% | +0.8% |
| 30D | +9.1% | -19.7% | +28.9% | +9.8% |
| 3M | +13.1% | +7.9% | +5.2% | +12.5% |
| 6M | +16.3% | -13.8% | +30.0% | +16.3% |
| YTD | +43.5% | -27.5% | +71.0% | +44.4% |
| 1Y | +40.2% | -33.9% | +74.1% | +41.0% |
| 3Y | +44.2% | -20.0% | +64.2% | +40.0% |
| 5Y | +170.6% | -44.0% | +214.6% | +146.7% |
| All | +170.6% | -44.8% | +215.4% | +146.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling