-51.3%
ACHR vs CPB
-41.0%
-10.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.2% | +4.4% | +3.0% |
| 7D | +18.0% | -4.1% | +22.0% | +17.4% |
| 30D | +3.6% | +16.9% | -13.3% | +5.7% |
| 3M | -28.4% | -0.6% | -27.9% | -28.4% |
| 6M | -25.7% | +11.4% | -37.1% | -24.4% |
| YTD | -35.4% | -14.8% | -20.5% | -36.3% |
| 1Y | -45.6% | -24.8% | -20.9% | -47.2% |
| 3Y | -2.2% | -36.6% | +34.4% | -5.9% |
| 5Y | -20.3% | -33.3% | +13.0% | -27.0% |
| All | -51.3% | -41.0% | -10.2% | -55.8% |
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