+378.7%
CIEN vs ACHR
-25.3%
+404.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -10.9% | +10.2% | +1.2% |
| 7D | +27.4% | +11.9% | +15.5% | +24.8% |
| 30D | -26.6% | -2.5% | -24.1% | -26.1% |
| 3M | -32.0% | -31.2% | -0.8% | -27.7% |
| 6M | -49.1% | -32.2% | -16.8% | -46.3% |
| YTD | +25.7% | -42.4% | +68.1% | +34.8% |
| 1Y | +40.3% | -49.9% | +90.3% | +53.4% |
| 3Y | +566.2% | -12.9% | +579.1% | +534.6% |
| 5Y | +378.7% | -24.6% | +403.3% | +304.7% |
| All | +378.7% | -25.3% | +404.1% | +304.7% |
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