+1,026.7%
CDNS vs APTV
-15.8%
+1,042.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.5% | -0.8% |
| 7D | -6.5% | -1.8% | -4.7% | -6.1% |
| 30D | -13.0% | -7.9% | -5.1% | -10.8% |
| 3M | -26.0% | -29.9% | +3.9% | -17.5% |
| 6M | -2.8% | -36.6% | +33.7% | +10.9% |
| YTD | -8.8% | -40.0% | +31.1% | +5.8% |
| 1Y | -15.8% | -44.0% | +28.2% | -0.1% |
| 3Y | +19.7% | -54.5% | +74.3% | +46.5% |
| 5Y | +70.8% | -68.8% | +139.6% | +131.2% |
| All | +1,026.7% | -15.8% | +1,042.6% | +970.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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