+509.1%
CIEN vs ACHR
-44.8%
+554.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.7% | +4.7% | -0.1% |
| 7D | -4.6% | -2.7% | -1.9% | -4.2% |
| 30D | -12.8% | -12.1% | -0.7% | -11.3% |
| 3M | -23.1% | +3.4% | -26.4% | -24.4% |
| 6M | +6.1% | -15.6% | +21.8% | +7.5% |
| YTD | +44.5% | -26.9% | +71.4% | +48.7% |
| 1Y | +176.6% | -34.8% | +211.4% | +186.8% |
| 3Y | +601.0% | -19.2% | +620.2% | +565.2% |
| 5Y | +509.1% | -43.8% | +552.9% | +395.9% |
| All | +509.1% | -44.8% | +554.0% | +395.9% |
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