0.0%
CTAS vs NDAQ
+0.3%
-0.3%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | 0.0% |
| 7D | +1.0% | -1.6% | +2.6% | +1.4% |
| 30D | -1.1% | -1.5% | +0.4% | -0.7% |
| 3M | +11.5% | +8.0% | +3.5% | +9.3% |
| 6M | +0.2% | +7.7% | -7.6% | -2.1% |
| YTD | +7.2% | -2.3% | +9.5% | +6.6% |
| 1Y | 0.0% | +0.6% | -0.6% | -1.7% |
| All | 0.0% | +0.3% | -0.3% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling