+1,206.6%
CDNS vs APA
+7.0%
+1,199.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.7% | +1.0% |
| 7D | +7.0% | +9.6% | -2.6% | +5.9% |
| 30D | -0.3% | -0.2% | 0.0% | -0.4% |
| 3M | +3.2% | +19.8% | -16.7% | +0.7% |
| 6M | -6.9% | +30.1% | -37.0% | -10.4% |
| YTD | +6.6% | +100.4% | -93.8% | -3.3% |
| 1Y | +5.6% | +105.2% | -99.6% | -4.6% |
| 3Y | +27.4% | +44.6% | -17.2% | +16.8% |
| 5Y | +83.7% | +88.8% | -5.1% | +60.2% |
| All | +1,206.6% | +7.0% | +1,199.7% | +943.6% |
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