+28.1%
BA vs CDNS
+1,242.4%
-1,214.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.2% | -5.8% | -2.5% |
| 7D | -1.7% | +2.1% | -3.9% | -2.6% |
| 30D | -9.5% | -4.6% | -4.8% | -8.4% |
| 3M | -26.5% | -0.8% | -25.7% | -27.1% |
| 6M | -27.4% | -7.2% | -20.2% | -27.1% |
| YTD | -20.6% | +7.7% | -28.3% | -25.9% |
| 1Y | -11.4% | +3.5% | -15.0% | -16.2% |
| 3Y | -10.8% | +31.2% | -42.1% | -28.2% |
| 5Y | -21.9% | +84.5% | -106.5% | -48.4% |
| 10Y | +28.1% | +1,242.9% | -1,214.8% | -61.2% |
| All | +28.1% | +1,242.4% | -1,214.2% | -61.2% |
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