+63.8%
CVS vs ACHR
-45.0%
+108.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.0% | -0.7% |
| 7D | -2.2% | -2.3% | +0.1% | -2.1% |
| 30D | -0.1% | -11.3% | +11.2% | +0.1% |
| 3M | -5.2% | +5.3% | -10.5% | -5.4% |
| 6M | +26.9% | -13.2% | +40.1% | +26.9% |
| YTD | +22.1% | -25.8% | +47.9% | +22.3% |
| 1Y | +30.8% | -34.3% | +65.1% | +31.1% |
| 3Y | +54.4% | -19.9% | +74.3% | +51.5% |
| 5Y | +33.4% | -42.7% | +76.0% | +31.6% |
| All | +63.8% | -45.0% | +108.8% | +63.5% |
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