-7.7%
CDNS vs PLTU
+129.7%
-137.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +0.7% |
| 7D | -6.5% | -17.7% | +11.2% | -4.3% |
| 30D | -13.0% | -12.5% | -0.5% | -11.9% |
| 3M | -26.0% | +39.5% | -65.5% | -31.1% |
| 6M | -2.8% | -7.0% | +4.1% | -6.0% |
| YTD | -8.8% | -38.1% | +29.2% | -8.4% |
| 1Y | -15.8% | -36.0% | +20.2% | -17.3% |
| All | -7.7% | +129.7% | -137.4% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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