-42.9%
ACHR vs CVE
+317.2%
-360.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.5% |
| 7D | -0.7% | +2.5% | -3.2% | -1.5% |
| 30D | +9.8% | +16.7% | -6.9% | +4.7% |
| 3M | -10.5% | +9.3% | -19.8% | -13.3% |
| 6M | -15.5% | +43.6% | -59.1% | -26.5% |
| YTD | -24.1% | +93.6% | -117.7% | -40.6% |
| 1Y | -32.4% | +98.8% | -131.2% | -47.6% |
| 3Y | -11.6% | +73.6% | -85.2% | -31.5% |
| All | -42.9% | +317.2% | -360.1% | -56.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling