+77.1%
CDNS vs APTV
-77.5%
+154.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | +1.0% | -1.7% | +2.7% | +1.6% |
| 30D | -2.0% | -11.6% | +9.6% | +2.1% |
| 3M | -0.2% | -21.2% | +21.0% | +7.7% |
| 6M | -8.9% | -28.5% | +19.6% | 0.0% |
| YTD | +3.3% | -49.1% | +52.4% | +27.5% |
| 1Y | +2.2% | -52.2% | +54.4% | +29.0% |
| 3Y | +22.4% | -48.6% | +71.0% | +42.4% |
| All | +77.1% | -77.5% | +154.6% | +217.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling