+3,542.1%
CLS vs CDNS
+72.8%
+3,469.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.9% | +8.6% | +7.7% |
| 7D | +12.8% | -9.2% | +22.0% | +20.5% |
| 30D | +3.8% | -16.3% | +20.1% | +17.1% |
| 3M | -14.6% | -27.9% | +13.3% | +7.0% |
| 6M | +32.2% | -4.3% | +36.6% | +36.5% |
| YTD | +11.6% | -9.1% | +20.7% | +18.2% |
| 1Y | +35.1% | -21.2% | +56.3% | +57.5% |
| 3Y | +1,312.5% | +19.4% | +1,293.2% | +1,226.4% |
| 5Y | +3,542.1% | +71.6% | +3,470.4% | +2,707.5% |
| All | +3,542.1% | +72.8% | +3,469.3% | +2,707.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling