-24.6%
ACHR vs CCJ
+166.4%
-191.0%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -3.4% | -7.5% | -9.2% |
| 7D | +11.9% | +5.0% | +6.8% | +9.7% |
| 30D | -2.5% | -16.7% | +14.2% | +7.5% |
| 3M | -31.2% | -27.5% | -3.6% | -19.2% |
| 6M | -32.2% | -38.6% | +6.4% | -13.3% |
| YTD | -42.4% | -21.5% | -20.9% | -35.0% |
| 1Y | -49.9% | -22.3% | -27.6% | -43.1% |
| 3Y | -12.9% | +69.9% | -82.8% | -34.9% |
| 5Y | -24.6% | +163.6% | -188.1% | -59.2% |
| All | -24.6% | +166.4% | -191.0% | -59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling