+71.5%
CDNS vs ACHR
-44.8%
+116.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.7% | +5.8% | +0.9% |
| 7D | -7.2% | -2.7% | -4.5% | -6.9% |
| 30D | -14.3% | -12.1% | -2.1% | -13.0% |
| 3M | -27.2% | +3.4% | -30.6% | -28.3% |
| 6M | -4.5% | -15.6% | +11.1% | -3.6% |
| YTD | -9.0% | -26.9% | +17.9% | -6.9% |
| 1Y | -21.3% | -34.8% | +13.4% | -19.2% |
| 3Y | +19.6% | -19.2% | +38.8% | +11.8% |
| 5Y | +71.5% | -43.8% | +115.3% | +44.9% |
| All | +71.5% | -44.8% | +116.4% | +44.9% |
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