-20.6%
ACHR vs CPB
-31.8%
+11.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.2% | +9.5% | +8.1% |
| 7D | +15.3% | +3.3% | +12.1% | +16.0% |
| 30D | -3.0% | +19.0% | -22.0% | -0.3% |
| 3M | -14.0% | +0.4% | -14.4% | -13.7% |
| 6M | -25.8% | +13.0% | -38.7% | -23.9% |
| YTD | -36.0% | -12.7% | -23.3% | -37.0% |
| 1Y | -41.2% | -20.9% | -20.3% | -43.1% |
| 3Y | -8.6% | -35.4% | +26.8% | -12.9% |
| 5Y | -20.6% | -32.3% | +11.7% | -28.6% |
| All | -20.6% | -31.8% | +11.2% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling