+25,808.1%
CAT vs CDNS
+6,098.4%
+19,709.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.0% | +5.7% | +2.5% |
| 7D | +1.7% | -14.0% | +15.7% | +4.7% |
| 30D | -6.6% | -13.2% | +6.6% | -4.1% |
| 3M | -13.3% | -28.9% | +15.6% | -7.7% |
| 6M | +11.6% | -4.2% | +15.8% | +11.7% |
| YTD | +42.9% | -6.4% | +49.3% | +43.0% |
| 1Y | +95.4% | -16.2% | +111.6% | +99.5% |
| 3Y | +196.6% | +20.2% | +176.4% | +178.3% |
| 5Y | +321.7% | +76.6% | +245.0% | +261.0% |
| 10Y | +1,140.8% | +1,029.7% | +111.1% | +633.7% |
| All | +25,808.1% | +6,098.4% | +19,709.7% | +8,777.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling