-7.8%
CDNS vs PLTD
-77.3%
+69.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.3% | -5.3% | -2.4% |
| 7D | -9.2% | +4.5% | -13.8% | -8.1% |
| 30D | -16.3% | -0.7% | -15.5% | -16.0% |
| 3M | -27.9% | -31.0% | +3.1% | -32.4% |
| 6M | -4.3% | -24.8% | +20.5% | -6.8% |
| YTD | -9.1% | -18.6% | +9.4% | -8.9% |
| 1Y | -21.2% | -31.8% | +10.6% | -24.0% |
| All | -7.8% | -77.3% | +69.5% | -31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling