+286.5%
C vs CDNS
+997.8%
-711.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.2% | +0.3% |
| 7D | +3.2% | -9.2% | +12.4% | +6.6% |
| 30D | +1.3% | -16.3% | +17.5% | +7.3% |
| 3M | +3.1% | -27.9% | +31.1% | +14.8% |
| 6M | +29.6% | -4.3% | +33.9% | +29.4% |
| YTD | +19.0% | -9.1% | +28.1% | +20.2% |
| 1Y | +45.6% | -21.2% | +66.9% | +54.2% |
| 3Y | +269.3% | +19.4% | +249.9% | +222.2% |
| 5Y | +131.6% | +71.6% | +60.0% | +67.9% |
| 10Y | +286.5% | +1,005.1% | -718.5% | +31.4% |
| All | +286.5% | +997.8% | -711.3% | +31.4% |
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 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