+204.2%
CVX vs ACHR
-43.7%
+247.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.3% |
| 7D | +3.3% | -0.7% | +4.0% | +3.4% |
| 30D | +12.9% | +9.8% | +3.1% | +12.5% |
| 3M | +11.7% | -10.5% | +22.2% | +11.8% |
| 6M | +14.1% | -15.5% | +29.7% | +14.4% |
| YTD | +40.7% | -24.1% | +64.8% | +41.3% |
| 1Y | +37.5% | -32.4% | +69.9% | +38.2% |
| 3Y | +43.9% | -11.6% | +55.5% | +39.1% |
| 5Y | +161.5% | -42.9% | +204.4% | +148.2% |
| All | +204.2% | -43.7% | +247.9% | +170.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling