+159.6%
USO vs ACHR
-29.8%
+189.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.6% | -0.3% |
| 7D | -1.9% | -9.2% | +7.3% | -1.9% |
| 30D | -5.2% | -1.0% | -4.2% | -5.2% |
| 3M | +16.4% | -42.2% | +58.6% | +16.5% |
| 6M | +2.5% | -38.2% | +40.7% | +2.7% |
| YTD | +110.5% | -46.4% | +156.9% | +111.3% |
| 1Y | +108.4% | -49.4% | +157.8% | +109.3% |
| 3Y | +99.6% | -22.5% | +122.1% | +95.6% |
| All | +159.6% | -29.8% | +189.4% | +149.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling