+1,036.6%
CDNS vs APA
-1.1%
+1,037.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | -0.2% |
| 7D | -7.2% | +0.3% | -7.5% | -7.2% |
| 30D | -14.3% | +9.3% | -23.6% | -15.2% |
| 3M | -27.2% | +23.3% | -50.5% | -29.3% |
| 6M | -4.5% | +39.5% | -44.0% | -9.1% |
| YTD | -9.0% | +87.6% | -96.6% | -16.6% |
| 1Y | -21.3% | +114.2% | -135.6% | -29.4% |
| 3Y | +19.6% | +13.6% | +6.0% | +12.8% |
| 5Y | +71.5% | +175.6% | -104.1% | +43.9% |
| 10Y | +1,036.6% | -2.6% | +1,039.2% | +819.9% |
| All | +1,036.6% | -1.1% | +1,037.7% | +819.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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