+41.0%
CVS vs CDNS
+1,042.5%
-1,001.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -2.0% | -6.5% | +4.6% | -1.2% |
| 30D | +1.9% | -13.0% | +14.9% | +3.5% |
| 3M | -2.2% | -26.0% | +23.8% | +1.2% |
| 6M | +26.7% | -2.8% | +29.6% | +25.7% |
| YTD | +22.9% | -8.8% | +31.7% | +22.7% |
| 1Y | +32.9% | -15.8% | +48.7% | +33.9% |
| 3Y | +62.3% | +19.7% | +42.6% | +49.2% |
| 5Y | +34.2% | +70.8% | -36.5% | +11.9% |
| All | +41.0% | +1,042.5% | -1,001.6% | -15.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling