+17.7%
CDNS vs VIK
+243.7%
-226.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.5% |
| 7D | +1.0% | +2.7% | -1.8% | 0.0% |
| 30D | -2.0% | +8.8% | -10.8% | -4.8% |
| 3M | -0.2% | -15.3% | +15.1% | +5.1% |
| 6M | -8.9% | +9.4% | -18.3% | -12.9% |
| YTD | +3.3% | +25.9% | -22.5% | -7.9% |
| 1Y | +2.2% | +51.0% | -48.8% | -16.0% |
| All | +17.7% | +243.7% | -226.0% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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