+270.6%
C vs CDNS
+19.0%
+251.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.8% |
| 7D | +3.6% | -14.0% | +17.6% | +7.9% |
| 30D | +0.1% | -13.2% | +13.2% | +3.8% |
| 3M | +2.4% | -28.9% | +31.3% | +12.1% |
| 6M | +24.9% | -4.2% | +29.1% | +24.7% |
| YTD | +19.8% | -6.4% | +26.2% | +19.8% |
| 1Y | +44.9% | -16.2% | +61.1% | +49.1% |
| All | +270.6% | +19.0% | +251.7% | +232.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling