-41.7%
ACHR vs CLX
-38.5%
-3.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +2.6% |
| 7D | -2.3% | -5.7% | +3.4% | -1.4% |
| 30D | -11.3% | -17.0% | +5.7% | -8.7% |
| 3M | +5.3% | -9.7% | +15.0% | +7.2% |
| 6M | -13.2% | -19.8% | +6.6% | -10.3% |
| YTD | -25.8% | -9.8% | -15.9% | -24.4% |
| 1Y | -34.3% | -26.2% | -8.1% | -31.3% |
| 3Y | -19.9% | -36.2% | +16.2% | -16.5% |
| All | -41.7% | -38.5% | -3.1% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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