+36.7%
CLS vs CDNS
-21.4%
+58.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | +20.1% | -7.2% | +27.3% | +25.6% |
| 30D | +6.0% | -14.3% | +20.3% | +16.6% |
| 3M | -10.3% | -27.2% | +16.9% | +9.3% |
| 6M | +24.5% | -4.5% | +29.0% | +33.5% |
| YTD | +12.9% | -9.0% | +21.8% | +26.2% |
| 1Y | +36.7% | -21.3% | +58.0% | +57.9% |
| All | +36.7% | -21.4% | +58.1% | +57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling