+3,955.1%
CLS vs ACHR
-46.3%
+4,001.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.3% |
| 7D | +5.0% | -5.4% | +10.3% | +6.0% |
| 30D | +4.8% | -19.7% | +24.5% | +8.9% |
| 3M | -10.4% | +7.9% | -18.3% | -12.7% |
| 6M | +20.8% | -13.8% | +34.6% | +22.6% |
| YTD | +10.0% | -27.5% | +37.5% | +14.3% |
| 1Y | +28.5% | -33.9% | +62.5% | +34.1% |
| 3Y | +1,292.2% | -20.0% | +1,312.2% | +1,235.7% |
| 5Y | +3,616.8% | -44.0% | +3,660.8% | +3,092.0% |
| All | +3,955.1% | -46.3% | +4,001.4% | +3,303.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ACHR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling