-16.7%
ACHR vs CCJ
+69.8%
-86.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -3.4% | -7.5% | -9.1% |
| 7D | +11.9% | +5.0% | +6.8% | +9.6% |
| 30D | -2.5% | -16.7% | +14.2% | +7.9% |
| 3M | -31.2% | -27.5% | -3.6% | -18.7% |
| 6M | -32.2% | -38.6% | +6.4% | -12.7% |
| YTD | -42.4% | -21.5% | -20.9% | -34.5% |
| 1Y | -49.9% | -22.3% | -27.6% | -42.7% |
| All | -16.7% | +69.8% | -86.6% | -30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling