+185.4%
ARM vs CDNS
+36.4%
+149.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -1.2% |
| 7D | -10.4% | +2.4% | -12.8% | -11.9% |
| 30D | -31.8% | -6.0% | -25.8% | -27.5% |
| 3M | -32.2% | -0.1% | -32.2% | -32.7% |
| 6M | -14.9% | -8.6% | -6.3% | -6.8% |
| YTD | +66.0% | +6.1% | +59.9% | +55.3% |
| 1Y | +17.2% | +0.8% | +16.4% | +15.2% |
| 3Y | +247.2% | +26.8% | +220.4% | +167.8% |
| All | +185.4% | +36.4% | +149.0% | +104.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling