+1,242.9%
CDNS vs CASY
+551.3%
+691.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.7% | +4.5% | +5.0% |
| 7D | +2.1% | +3.6% | -1.5% | +1.2% |
| 30D | -4.6% | +7.2% | -11.8% | -6.4% |
| 3M | -0.8% | -16.9% | +16.1% | +3.2% |
| 6M | -7.2% | -19.3% | +12.1% | -3.8% |
| YTD | +7.7% | +25.6% | -18.0% | -3.1% |
| 1Y | +3.5% | +30.2% | -26.6% | -8.1% |
| 3Y | +31.2% | +154.9% | -123.6% | -8.4% |
| 5Y | +84.5% | +252.1% | -167.6% | +14.1% |
| 10Y | +1,242.9% | +535.8% | +707.1% | +579.7% |
| All | +1,242.9% | +551.3% | +691.6% | +579.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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