-33.9%
ACHR vs CCJ
+24.9%
-58.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.0% | +2.1% | +0.7% |
| 7D | -5.4% | -3.2% | -2.2% | -3.7% |
| 30D | -19.7% | -1.3% | -18.4% | -19.4% |
| 3M | +7.9% | +2.5% | +5.4% | +6.4% |
| 6M | -13.8% | -18.9% | +5.1% | -5.0% |
| YTD | -27.5% | +6.5% | -34.0% | -28.7% |
| 1Y | -33.9% | +22.8% | -56.8% | -36.0% |
| All | -33.9% | +24.9% | -58.8% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 1y: compounded portfolio wealth divided by compounded CCJ 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…
1y analysis · Full analysis span regression · 6 months rolling