+9.8%
DIA vs CDNS
+3.9%
+5.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.5% |
| 7D | +1.6% | +7.0% | -5.4% | +0.7% |
| 30D | +1.2% | -0.3% | +1.5% | +1.2% |
| 3M | -2.4% | +3.2% | -5.6% | -3.0% |
| 6M | +5.7% | -6.9% | +12.6% | +6.0% |
| YTD | +9.9% | +6.6% | +3.3% | +7.2% |
| 1Y | +9.8% | +5.6% | +4.2% | +7.1% |
| All | +9.8% | +3.9% | +5.9% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling