-29.4%
CCL vs CDNS
+1,225.5%
-1,255.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.2% |
| 7D | -1.5% | -0.1% | -1.5% | -1.5% |
| 30D | +16.5% | -5.5% | +22.0% | +19.4% |
| 3M | +11.2% | +0.5% | +10.7% | +9.9% |
| 6M | +22.6% | -9.6% | +32.2% | +26.0% |
| YTD | +2.6% | +5.3% | -2.7% | -4.3% |
| 1Y | +17.0% | +3.4% | +13.6% | +9.8% |
| 3Y | +145.5% | +25.9% | +119.7% | +96.4% |
| 5Y | +36.1% | +85.8% | -49.7% | -13.1% |
| 10Y | -29.4% | +1,199.9% | -1,229.3% | -80.8% |
| All | -29.4% | +1,225.5% | -1,255.0% | -80.8% |
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