+55.6%
CVS vs ACHR
-20.7%
+76.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.7% | +4.9% | -0.6% |
| 7D | -1.9% | -2.7% | +0.8% | -1.9% |
| 30D | -0.3% | -12.1% | +11.8% | -0.2% |
| 3M | -1.1% | +3.4% | -4.5% | -1.4% |
| 6M | +23.7% | -15.6% | +39.4% | +23.8% |
| YTD | +23.0% | -26.9% | +49.9% | +23.4% |
| 1Y | +37.2% | -34.8% | +71.9% | +37.5% |
| All | +55.6% | -20.7% | +76.3% | +44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling