+11.3%
CCL vs ACHR
-43.7%
+55.1%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | -5.0% | -0.7% | -4.4% | -4.9% |
| 30D | -20.3% | +9.8% | -30.2% | -22.4% |
| 3M | -15.1% | -10.5% | -4.6% | -14.8% |
| 6M | -15.1% | -15.5% | +0.4% | -13.9% |
| YTD | -21.8% | -24.1% | +2.3% | -19.6% |
| 1Y | -24.8% | -32.4% | +7.6% | -22.3% |
| 3Y | +51.9% | -11.6% | +63.5% | +28.3% |
| 5Y | +4.0% | -42.9% | +46.9% | -33.0% |
| All | +11.3% | -43.7% | +55.1% | -37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling