+208.8%
C vs CDNS
+1,218.1%
-1,009.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.7% |
| 7D | -0.4% | +2.4% | -2.8% | -1.2% |
| 30D | -5.2% | -6.0% | +0.8% | -3.3% |
| 3M | -9.1% | -0.1% | -9.0% | -9.8% |
| 6M | -1.6% | -8.6% | +7.0% | +0.1% |
| YTD | +6.9% | +6.1% | +0.9% | +2.0% |
| 1Y | +23.0% | +0.8% | +22.1% | +19.3% |
| 3Y | +216.1% | +26.8% | +189.4% | +170.4% |
| 5Y | +112.2% | +86.9% | +25.4% | +50.3% |
| 10Y | +208.8% | +1,235.1% | -1,026.3% | +2.9% |
| All | +208.8% | +1,218.1% | -1,009.3% | +2.9% |
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