+1,036.6%
CDNS vs RCL
+341.7%
+694.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.5% |
| 7D | -7.2% | -2.2% | -5.0% | -6.8% |
| 30D | -14.3% | -15.7% | +1.4% | -11.4% |
| 3M | -27.2% | -8.0% | -19.2% | -26.2% |
| 6M | -4.5% | -10.1% | +5.6% | -3.1% |
| YTD | -9.0% | -5.9% | -3.1% | -9.2% |
| 1Y | -21.3% | -23.5% | +2.2% | -18.5% |
| 3Y | +19.6% | +174.4% | -154.8% | -3.6% |
| 5Y | +71.5% | +227.1% | -155.6% | +29.2% |
| 10Y | +1,036.6% | +342.5% | +694.1% | +693.8% |
| All | +1,036.6% | +341.7% | +694.9% | +693.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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