+250.8%
OXY vs ACHR
-42.6%
+293.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.9% |
| 7D | -0.5% | +4.9% | -5.3% | -0.7% |
| 30D | +8.5% | +4.3% | +4.2% | +8.1% |
| 3M | +6.0% | +1.7% | +4.3% | +5.5% |
| 6M | +13.0% | -6.9% | +19.8% | +12.6% |
| YTD | +48.9% | -22.5% | +71.4% | +49.7% |
| 1Y | +36.4% | -31.5% | +67.9% | +37.4% |
| 3Y | -2.3% | -14.4% | +12.1% | -6.0% |
| 5Y | +160.6% | -41.6% | +202.3% | +148.5% |
| All | +250.8% | -42.6% | +293.4% | +203.8% |
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