-44.0%
ACHR vs CHD
+15.6%
-59.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | -2.3% | -4.5% | +2.2% | -2.6% |
| 30D | -11.3% | -6.7% | -4.6% | -11.8% |
| 3M | +5.3% | -2.7% | +8.0% | +5.2% |
| 6M | -13.2% | -4.9% | -8.3% | -13.3% |
| YTD | -25.8% | +13.3% | -39.1% | -24.9% |
| 1Y | -34.3% | +1.0% | -35.3% | -34.0% |
| 3Y | -19.9% | +1.3% | -21.3% | -20.0% |
| 5Y | -42.7% | +20.8% | -63.5% | -50.2% |
| All | -44.0% | +15.6% | -59.6% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling