-27.7%
ACHR vs CSGP
-63.4%
+35.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -4.7% | +19.4% | +17.3% |
| 7D | +5.7% | +1.3% | +4.5% | +4.3% |
| 30D | -4.9% | +10.7% | -15.6% | -14.1% |
| 3M | -15.1% | +3.3% | -18.4% | -19.9% |
| 6M | -30.7% | -10.3% | -20.4% | -30.9% |
| YTD | -41.0% | -54.6% | +13.6% | -7.0% |
| 1Y | -50.0% | -54.6% | +4.6% | -21.2% |
| 3Y | -17.0% | -60.3% | +43.3% | +39.3% |
| All | -27.7% | -63.4% | +35.7% | +19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling