-42.7%
ACHR vs CDW
+21.0%
-63.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.3% |
| 7D | -0.7% | +3.2% | -3.9% | -2.5% |
| 30D | +9.8% | +9.3% | +0.5% | +4.0% |
| 3M | -10.5% | +9.8% | -20.3% | -17.1% |
| 6M | -15.5% | +23.3% | -38.9% | -31.9% |
| YTD | -24.1% | +13.7% | -37.7% | -35.6% |
| 1Y | -32.4% | -6.5% | -25.9% | -33.2% |
| 3Y | -11.6% | -25.2% | +13.6% | +1.6% |
| 5Y | -42.9% | -19.5% | -23.4% | -41.4% |
| All | -42.7% | +21.0% | -63.7% | -56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling