+28.1%
CDNS vs CASY
+154.1%
-126.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.8% |
| 7D | -2.4% | +1.1% | -3.5% | -2.6% |
| 30D | -10.2% | +8.7% | -18.9% | -11.1% |
| 3M | -5.5% | -17.3% | +11.8% | -3.7% |
| 6M | -9.9% | -19.7% | +9.9% | -7.6% |
| YTD | +2.3% | +24.8% | -22.5% | -6.4% |
| 1Y | -1.4% | +31.9% | -33.3% | -11.6% |
| 3Y | +28.1% | +155.4% | -127.3% | -9.2% |
| All | +28.1% | +154.1% | -126.0% | -9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling