-59.6%
ACHR vs CPB
-39.8%
-19.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.2% | -10.1% | -6.5% |
| 7D | -9.2% | -1.6% | -7.7% | -9.4% |
| 30D | -1.0% | +19.2% | -20.2% | +1.2% |
| 3M | -42.2% | -0.9% | -41.2% | -42.1% |
| 6M | -38.2% | +15.2% | -53.4% | -36.9% |
| YTD | -46.4% | -13.1% | -33.3% | -47.0% |
| 1Y | -49.4% | -22.4% | -26.9% | -50.6% |
| 3Y | -22.5% | -35.3% | +12.8% | -25.2% |
| 5Y | -29.8% | -33.0% | +3.2% | -35.4% |
| All | -59.6% | -39.8% | -19.8% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling