+73.9%
BA vs CDNS
+1,030.1%
-956.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.8% | +2.3% |
| 7D | +1.2% | -14.0% | +15.2% | +6.8% |
| 30D | -11.6% | -13.2% | +1.5% | -7.2% |
| 3M | -2.4% | -28.9% | +26.5% | +9.9% |
| 6M | -6.6% | -4.2% | -2.5% | -7.4% |
| YTD | -2.2% | -6.4% | +4.1% | -3.1% |
| 1Y | -8.0% | -16.2% | +8.2% | -5.2% |
| 3Y | -5.0% | +20.2% | -25.2% | -20.9% |
| 5Y | -2.7% | +76.6% | -79.3% | -35.0% |
| All | +73.9% | +1,030.1% | -956.2% | -47.0% |
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