+91.4%
USO vs ACHR
-20.7%
+112.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.7% | +8.4% | +2.5% |
| 7D | +6.2% | -2.7% | +8.9% | +6.2% |
| 30D | +19.1% | -12.1% | +31.2% | +18.8% |
| 3M | +14.2% | +3.4% | +10.8% | +14.7% |
| 6M | +43.7% | -15.6% | +59.4% | +44.3% |
| YTD | +116.8% | -26.9% | +143.7% | +117.6% |
| 1Y | +104.3% | -34.8% | +139.1% | +105.4% |
| All | +91.4% | -20.7% | +112.1% | +98.1% |
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