+84.5%
CDNS vs APA
+69.9%
+14.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.4% | +5.2% |
| 7D | +2.1% | -8.7% | +10.9% | +3.3% |
| 30D | -4.6% | -2.4% | -2.2% | -4.5% |
| 3M | -0.8% | +19.0% | -19.8% | -3.8% |
| 6M | -7.2% | +26.8% | -34.0% | -11.2% |
| YTD | +7.7% | +87.3% | -79.7% | -4.6% |
| 1Y | +3.5% | +92.3% | -88.8% | -8.7% |
| 3Y | +31.2% | +37.3% | -6.0% | +16.2% |
| 5Y | +84.5% | +73.2% | +11.3% | +50.4% |
| All | +84.5% | +69.9% | +14.7% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling