+7.5%
CCL vs ACHR
-45.8%
+53.3%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.7% | +3.5% | -1.0% |
| 7D | -4.4% | -2.7% | -1.7% | -3.9% |
| 30D | -18.2% | -12.1% | -6.1% | -16.2% |
| 3M | -17.7% | +3.4% | -21.1% | -19.7% |
| 6M | -13.0% | -15.6% | +2.6% | -11.8% |
| YTD | -24.5% | -26.9% | +2.4% | -21.8% |
| 1Y | -26.9% | -34.8% | +7.8% | -24.0% |
| 3Y | +50.8% | -19.2% | +70.0% | +30.1% |
| 5Y | -0.9% | -43.8% | +42.8% | -35.7% |
| All | +7.5% | -45.8% | +53.3% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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