+77.1%
CDNS vs ACHR
-29.8%
+106.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.9% | +3.8% | -2.1% |
| 7D | +1.0% | -9.2% | +10.2% | +2.2% |
| 30D | -2.0% | -1.0% | -1.0% | -2.0% |
| 3M | -0.2% | -42.2% | +41.9% | +6.8% |
| 6M | -8.9% | -38.2% | +29.3% | -4.3% |
| YTD | +3.3% | -46.4% | +49.7% | +9.7% |
| 1Y | +2.2% | -49.4% | +51.6% | +9.1% |
| 3Y | +22.4% | -22.5% | +44.9% | +15.0% |
| All | +77.1% | -29.8% | +106.9% | +45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling