+25.9%
BA vs CDNS
+1,235.1%
-1,209.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.0% | +1.1% |
| 7D | 0.0% | +2.4% | -2.4% | -0.9% |
| 30D | -8.9% | -6.0% | -2.9% | -7.4% |
| 3M | -25.5% | -0.1% | -25.4% | -26.4% |
| 6M | -27.0% | -8.6% | -18.4% | -26.3% |
| YTD | -20.1% | +6.1% | -26.2% | -25.1% |
| 1Y | -11.0% | +0.8% | -11.8% | -14.9% |
| 3Y | -11.8% | +26.8% | -38.6% | -28.0% |
| 5Y | -20.6% | +86.9% | -107.5% | -47.9% |
| All | +25.9% | +1,235.1% | -1,209.2% | -61.9% |
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