+5.6%
CDNS vs PLTD
-16.7%
+22.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.3% |
| 7D | +7.0% | -9.8% | +16.8% | +4.7% |
| 30D | -0.3% | +18.9% | -19.2% | +4.0% |
| 3M | +3.2% | -4.2% | +7.4% | +3.7% |
| 6M | -6.9% | -34.8% | +27.9% | -10.7% |
| YTD | +6.6% | -21.1% | +27.8% | +8.0% |
| 1Y | +5.6% | -19.3% | +24.9% | +8.4% |
| All | +5.6% | -16.7% | +22.3% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling