+2,536.9%
CDNS vs APTV
+194.6%
+2,342.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.1% | -7.0% | -5.0% |
| 7D | -14.0% | +4.8% | -18.8% | -15.5% |
| 30D | -13.2% | +2.0% | -15.2% | -14.0% |
| 3M | -28.9% | -34.2% | +5.3% | -18.8% |
| 6M | -4.2% | -34.7% | +30.5% | +8.4% |
| YTD | -6.4% | -37.0% | +30.6% | +7.0% |
| 1Y | -16.2% | -40.4% | +24.2% | -2.6% |
| 3Y | +20.2% | -54.1% | +74.3% | +46.8% |
| 5Y | +76.6% | -68.0% | +144.7% | +137.5% |
| 10Y | +1,029.7% | -15.5% | +1,045.2% | +884.6% |
| All | +2,536.9% | +194.6% | +2,342.4% | +1,135.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling