-41.6%
ACHR vs CDW
-22.8%
-18.9%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.2% | +7.3% | +5.0% |
| 7D | +4.9% | -3.9% | +8.7% | +7.0% |
| 30D | +4.3% | +6.9% | -2.6% | +0.1% |
| 3M | +1.7% | +7.7% | -5.9% | -5.4% |
| 6M | -6.9% | +18.3% | -25.2% | -23.5% |
| YTD | -22.5% | +7.8% | -30.2% | -32.3% |
| 1Y | -31.5% | -12.2% | -19.3% | -29.3% |
| 3Y | -14.4% | -28.9% | +14.6% | +1.4% |
| 5Y | -41.6% | -22.8% | -18.9% | -42.8% |
| All | -41.6% | -22.8% | -18.9% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling