+115.8%
CDNS vs ACHR
-46.3%
+162.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.2% |
| 7D | -6.5% | -5.4% | -1.2% | -5.9% |
| 30D | -13.0% | -19.7% | +6.7% | -10.6% |
| 3M | -26.0% | +7.9% | -33.9% | -27.5% |
| 6M | -2.8% | -13.8% | +10.9% | -2.2% |
| YTD | -8.8% | -27.5% | +18.7% | -6.7% |
| 1Y | -15.8% | -33.9% | +18.1% | -13.7% |
| 3Y | +19.7% | -20.0% | +39.7% | +12.0% |
| 5Y | +70.8% | -44.0% | +114.7% | +47.2% |
| All | +115.8% | -46.3% | +162.1% | +83.8% |
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