-42.7%
ACHR vs CPB
-44.2%
+1.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -1.3% |
| 7D | -0.7% | -8.6% | +7.9% | -1.7% |
| 30D | +9.8% | -7.2% | +17.1% | +8.8% |
| 3M | -10.5% | +0.9% | -11.4% | -10.1% |
| 6M | -15.5% | -11.8% | -3.7% | -16.5% |
| YTD | -24.1% | -19.4% | -4.7% | -25.7% |
| 1Y | -32.4% | -30.4% | -2.0% | -34.9% |
| 3Y | -11.6% | -40.2% | +28.5% | -15.6% |
| 5Y | -42.9% | -39.5% | -3.4% | -48.2% |
| All | -42.7% | -44.2% | +1.5% | -48.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling