+4,059.6%
CLS vs ACHR
-45.8%
+4,105.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.7% | +6.8% | +2.2% |
| 7D | +20.1% | -2.7% | +22.8% | +20.7% |
| 30D | +6.0% | -12.1% | +18.2% | +8.2% |
| 3M | -10.3% | +3.4% | -13.7% | -11.9% |
| 6M | +24.5% | -15.6% | +40.1% | +26.8% |
| YTD | +12.9% | -26.9% | +39.7% | +17.0% |
| 1Y | +36.7% | -34.8% | +71.4% | +42.9% |
| 3Y | +1,328.1% | -19.2% | +1,347.3% | +1,267.7% |
| 5Y | +3,682.3% | -43.8% | +3,726.1% | +3,143.7% |
| All | +4,059.6% | -45.8% | +4,105.4% | +3,385.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling