+56.1%
CDE vs CDNS
+1,060.3%
-1,004.2%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.4% |
| 7D | -3.1% | -1.1% | -2.0% | -2.6% |
| 30D | +9.5% | -10.4% | +19.9% | +15.1% |
| 3M | +25.5% | -24.6% | +50.1% | +42.9% |
| 6M | -7.9% | -1.6% | -6.3% | -8.1% |
| YTD | +15.6% | -7.4% | +23.0% | +18.2% |
| 1Y | +34.0% | -18.4% | +52.5% | +44.9% |
| 3Y | +791.9% | +19.0% | +772.9% | +668.5% |
| 5Y | +197.7% | +73.4% | +124.3% | +104.2% |
| All | +56.1% | +1,060.3% | -1,004.2% | -49.2% |
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