+336.2%
USO vs ACHR
-42.6%
+378.7%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.1% | +0.8% | +2.9% |
| 7D | +3.6% | +4.9% | -1.3% | +3.6% |
| 30D | +23.8% | +4.3% | +19.5% | +23.7% |
| 3M | +8.1% | +1.7% | +6.3% | +8.1% |
| 6M | +34.3% | -6.9% | +41.1% | +34.4% |
| YTD | +111.1% | -22.5% | +133.6% | +111.8% |
| 1Y | +99.9% | -31.5% | +131.4% | +100.8% |
| 3Y | +86.5% | -14.4% | +100.9% | +84.5% |
| 5Y | +200.5% | -41.6% | +242.2% | +188.4% |
| All | +336.2% | -42.6% | +378.7% | +302.5% |
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