+112.2%
USO vs ACHR
-32.6%
+144.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.4% | -4.6% | -2.0% |
| 7D | +9.1% | -2.3% | +11.4% | +8.9% |
| 30D | +21.7% | -11.3% | +33.0% | +20.5% |
| 3M | +20.2% | +5.3% | +15.0% | +22.3% |
| 6M | +43.4% | -13.2% | +56.6% | +45.7% |
| YTD | +124.0% | -25.8% | +149.8% | +127.3% |
| 1Y | +112.2% | -34.3% | +146.5% | +118.8% |
| All | +112.2% | -32.6% | +144.8% | +118.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling