-8.6%
ACHR vs CVE
+67.9%
-76.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.5% | +7.8% | +8.2% |
| 7D | +15.3% | -10.1% | +25.4% | +19.1% |
| 30D | -3.0% | -12.1% | +9.1% | +0.3% |
| 3M | -14.0% | -1.9% | -12.1% | -14.5% |
| 6M | -25.8% | -1.8% | -23.9% | -26.8% |
| YTD | -36.0% | +65.8% | -101.8% | -51.4% |
| 1Y | -41.2% | +60.8% | -102.0% | -54.6% |
| 3Y | -8.6% | +70.1% | -78.7% | -38.2% |
| All | -8.6% | +67.9% | -76.5% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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