-44.8%
ACHR vs CPB
-42.9%
-1.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.6% | -6.2% | -5.6% |
| 7D | -2.7% | -8.0% | +5.3% | -3.6% |
| 30D | -12.1% | -2.4% | -9.7% | -12.4% |
| 3M | +3.4% | +0.5% | +2.8% | +3.8% |
| 6M | -15.6% | -10.5% | -5.2% | -16.5% |
| YTD | -26.9% | -17.5% | -9.3% | -28.3% |
| 1Y | -34.8% | -31.0% | -3.7% | -37.3% |
| 3Y | -19.2% | -40.6% | +21.4% | -23.2% |
| 5Y | -43.8% | -37.7% | -6.0% | -48.9% |
| All | -44.8% | -42.9% | -1.9% | -50.2% |
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