+71.5%
SHEL vs ACHR
-19.6%
+91.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.5% | +0.8% |
| 7D | +4.1% | -2.3% | +6.4% | +4.2% |
| 30D | +8.4% | -11.3% | +19.7% | +8.6% |
| 3M | +13.7% | +5.3% | +8.4% | +13.3% |
| 6M | +12.7% | -13.2% | +25.9% | +12.9% |
| YTD | +35.3% | -25.8% | +61.1% | +36.1% |
| 1Y | +39.4% | -34.3% | +73.6% | +40.4% |
| 3Y | +71.5% | -19.9% | +91.4% | +75.0% |
| All | +71.5% | -19.6% | +91.1% | +75.0% |
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