+3.5%
CCL vs CDNS
+72.8%
-69.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | +0.2% |
| 7D | -0.1% | -9.2% | +9.1% | +4.8% |
| 30D | -20.0% | -16.3% | -3.7% | -12.7% |
| 3M | -13.7% | -27.9% | +14.3% | +1.3% |
| 6M | -9.0% | -4.3% | -4.7% | -9.8% |
| YTD | -22.8% | -9.1% | -13.7% | -22.4% |
| 1Y | -25.3% | -21.2% | -4.1% | -19.2% |
| 3Y | +54.1% | +19.4% | +34.7% | +18.7% |
| 5Y | +3.5% | +71.6% | -68.1% | -38.1% |
| All | +3.5% | +72.8% | -69.3% | -38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling