+1,753.0%
CLS vs CDNS
+1,237.6%
+515.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +5.2% | +2.7% | +4.7% |
| 7D | -10.6% | +2.1% | -12.7% | -11.5% |
| 30D | -38.4% | -4.6% | -33.8% | -36.3% |
| 3M | -29.9% | -0.8% | -29.1% | -29.3% |
| 6M | -40.6% | -7.2% | -33.4% | -37.4% |
| YTD | -24.6% | +7.7% | -32.3% | -27.8% |
| 1Y | -30.8% | +3.5% | -34.3% | -31.9% |
| 3Y | +811.7% | +31.2% | +780.5% | +715.6% |
| 5Y | +1,838.4% | +84.5% | +1,753.9% | +1,344.7% |
| All | +1,753.0% | +1,237.6% | +515.5% | +600.6% |
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