+185.6%
CDE vs CDNS
+69.8%
+115.8%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.3% | -3.2% |
| 7D | -6.1% | -6.5% | +0.5% | -3.1% |
| 30D | +9.5% | -13.0% | +22.5% | +16.5% |
| 3M | +32.0% | -26.0% | +58.0% | +51.0% |
| 6M | -12.8% | -2.8% | -9.9% | -12.2% |
| YTD | +14.2% | -8.8% | +23.0% | +17.9% |
| 1Y | +36.3% | -15.8% | +52.1% | +45.2% |
| 3Y | +821.4% | +19.7% | +801.7% | +689.4% |
| All | +185.6% | +69.8% | +115.8% | +88.4% |
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 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