-41.6%
ACHR vs CPB
-38.5%
-3.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +2.3% |
| 7D | +4.9% | -8.2% | +13.1% | +3.7% |
| 30D | +4.3% | -5.6% | +9.9% | +3.5% |
| 3M | +1.7% | +3.0% | -1.2% | +2.5% |
| 6M | -6.9% | -12.7% | +5.8% | -8.3% |
| YTD | -22.5% | -18.0% | -4.5% | -24.3% |
| 1Y | -31.5% | -31.7% | +0.2% | -34.8% |
| 3Y | -14.4% | -41.0% | +26.6% | -19.5% |
| 5Y | -41.6% | -38.4% | -3.3% | -53.2% |
| All | -41.6% | -38.5% | -3.1% | -53.2% |
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 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