+3,038.3%
CLS vs CDNS
+1,013.9%
+2,024.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +20.1% | -7.2% | +27.3% | +25.2% |
| 30D | +6.0% | -14.3% | +20.3% | +15.7% |
| 3M | -10.3% | -27.2% | +16.9% | +7.8% |
| 6M | +24.5% | -4.5% | +29.0% | +28.3% |
| YTD | +12.9% | -9.0% | +21.8% | +18.6% |
| 1Y | +36.7% | -21.3% | +58.0% | +55.8% |
| 3Y | +1,328.1% | +19.6% | +1,308.5% | +1,256.9% |
| 5Y | +3,682.3% | +71.5% | +3,610.8% | +2,866.7% |
| 10Y | +3,038.3% | +1,036.6% | +2,001.7% | +1,188.2% |
| All | +3,038.3% | +1,013.9% | +2,024.4% | +1,188.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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