+815.5%
CTAS vs NDAQ
+471.8%
+343.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.2% |
| 7D | +2.0% | +1.3% | +0.7% | +1.2% |
| 30D | +8.7% | +18.0% | -9.3% | -1.2% |
| 3M | +13.3% | +11.5% | +1.8% | +6.0% |
| 6M | +39.4% | +21.1% | +18.3% | +23.8% |
| YTD | +21.5% | +12.8% | +8.7% | +11.0% |
| 1Y | +21.9% | +25.7% | -3.8% | +4.1% |
| 3Y | +73.6% | +116.8% | -43.2% | +3.0% |
| 5Y | +116.2% | +67.3% | +49.0% | +48.8% |
| All | +815.5% | +471.8% | +343.7% | +191.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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