+47.6%
CVS vs ACHR
-19.2%
+66.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.9% | +6.4% | -0.4% |
| 7D | +6.6% | -9.2% | +15.8% | +6.7% |
| 30D | -0.4% | -1.0% | +0.5% | -0.5% |
| 3M | -5.3% | -42.2% | +36.9% | -4.7% |
| 6M | -7.7% | -38.2% | +30.5% | -7.3% |
| YTD | +16.0% | -46.4% | +62.5% | +16.7% |
| 1Y | +16.2% | -49.4% | +65.6% | +17.0% |
| 3Y | +47.6% | -22.5% | +70.1% | +41.5% |
| All | +47.6% | -19.2% | +66.8% | +41.5% |
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 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