-5.0%
CDNS vs PLTD
-77.8%
+72.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.6% | -8.6% | -2.9% |
| 7D | -14.0% | +5.9% | -19.9% | -12.6% |
| 30D | -13.2% | -11.6% | -1.6% | -15.2% |
| 3M | -28.9% | -29.9% | +1.0% | -32.9% |
| 6M | -4.2% | -28.5% | +24.4% | -7.9% |
| YTD | -6.4% | -20.4% | +14.0% | -6.7% |
| 1Y | -16.2% | -33.3% | +17.1% | -19.6% |
| All | -5.0% | -77.8% | +72.8% | -29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling