+283.1%
APP vs CDNS
+82.4%
+200.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -4.0% | -3.7% |
| 7D | +10.6% | +7.0% | +3.5% | +5.0% |
| 30D | +44.6% | -0.3% | +44.8% | +43.0% |
| 3M | +29.6% | +3.2% | +26.4% | +22.1% |
| 6M | -19.8% | -6.9% | -12.9% | -19.5% |
| YTD | -41.6% | +6.6% | -48.2% | -48.3% |
| 1Y | -32.7% | +5.6% | -38.3% | -40.0% |
| 3Y | +799.0% | +27.4% | +771.6% | +514.1% |
| All | +283.1% | +82.4% | +200.7% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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