+813.9%
CTAS vs NDAQ
+484.3%
+329.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.4% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | +10.3% | +15.9% | -5.6% | +1.2% |
| 3M | +10.2% | +15.1% | -4.9% | +1.2% |
| 6M | +34.4% | +22.9% | +11.5% | +18.3% |
| YTD | +19.6% | +12.8% | +6.7% | +9.2% |
| 1Y | +21.8% | +26.0% | -4.2% | +3.9% |
| 3Y | +74.1% | +119.7% | -45.6% | +2.5% |
| 5Y | +114.0% | +65.4% | +48.6% | +48.5% |
| 10Y | +813.9% | +469.3% | +344.7% | +197.0% |
| All | +813.9% | +484.3% | +329.6% | +197.0% |
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