+257.1%
OXY vs ACHR
-45.0%
+302.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.4% |
| 7D | +2.8% | -2.3% | +5.1% | +2.9% |
| 30D | +5.5% | -11.3% | +16.7% | +5.9% |
| 3M | +11.3% | +5.3% | +6.0% | +10.5% |
| 6M | +11.6% | -13.2% | +24.8% | +11.6% |
| YTD | +51.6% | -25.8% | +77.4% | +52.7% |
| 1Y | +36.2% | -34.3% | +70.5% | +37.5% |
| 3Y | +1.7% | -19.9% | +21.7% | -1.9% |
| 5Y | +164.5% | -42.7% | +207.1% | +151.6% |
| All | +257.1% | -45.0% | +302.1% | +209.9% |
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