-14.4%
ACHR vs CDW
-29.2%
+14.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.2% | +7.3% | +4.1% |
| 7D | +4.9% | -3.9% | +8.7% | +6.3% |
| 30D | +4.3% | +6.9% | -2.6% | +1.5% |
| 3M | +1.7% | +7.7% | -5.9% | -3.0% |
| 6M | -6.9% | +18.3% | -25.2% | -19.5% |
| YTD | -22.5% | +7.8% | -30.2% | -29.0% |
| 1Y | -31.5% | -12.2% | -19.3% | -26.9% |
| 3Y | -14.4% | -28.9% | +14.6% | -10.0% |
| All | -14.4% | -29.2% | +14.8% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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