+19.4%
CDNS vs APTV
-54.7%
+74.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.6% | +1.7% | -1.8% |
| 7D | -9.2% | +2.0% | -11.2% | -9.7% |
| 30D | -16.3% | -7.7% | -8.5% | -14.7% |
| 3M | -27.9% | -34.0% | +6.1% | -20.3% |
| 6M | -4.3% | -37.1% | +32.8% | +6.5% |
| YTD | -9.1% | -39.9% | +30.8% | +2.5% |
| 1Y | -21.2% | -44.4% | +23.2% | -9.3% |
| 3Y | +19.4% | -54.5% | +73.9% | +36.3% |
| All | +19.4% | -54.7% | +74.1% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling