-17.0%
ACHR vs CSGP
-60.4%
+43.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -4.7% | +19.4% | +16.4% |
| 7D | +5.7% | +1.3% | +4.5% | +4.8% |
| 30D | -4.9% | +10.7% | -15.6% | -11.5% |
| 3M | -15.1% | +3.3% | -18.4% | -18.3% |
| 6M | -30.7% | -10.3% | -20.4% | -30.3% |
| YTD | -41.0% | -54.6% | +13.6% | -13.6% |
| 1Y | -50.0% | -54.6% | +4.6% | -26.8% |
| 3Y | -17.0% | -60.3% | +43.3% | +17.7% |
| All | -17.0% | -60.4% | +43.4% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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