+1,026.7%
CDNS vs CPAY
+155.3%
+871.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | -6.5% | -2.7% | -3.9% | -5.5% |
| 30D | -13.0% | +0.6% | -13.6% | -13.3% |
| 3M | -26.0% | +17.0% | -43.1% | -31.1% |
| 6M | -2.8% | +24.1% | -27.0% | -12.1% |
| YTD | -8.8% | +35.7% | -44.6% | -21.1% |
| 1Y | -15.8% | +34.0% | -49.8% | -27.2% |
| 3Y | +19.7% | +50.3% | -30.5% | -3.3% |
| 5Y | +70.8% | +56.7% | +14.1% | +32.4% |
| All | +1,026.7% | +155.3% | +871.4% | +617.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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