+22.3%
DIS vs CDNS
+1,013.9%
-991.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -3.5% | -7.2% | +3.7% | -1.4% |
| 30D | +1.0% | -14.3% | +15.2% | +5.3% |
| 3M | +5.7% | -27.2% | +32.9% | +15.3% |
| 6M | +3.3% | -4.5% | +7.8% | +2.7% |
| YTD | -7.7% | -9.0% | +1.2% | -7.3% |
| 1Y | -10.0% | -21.3% | +11.4% | -5.9% |
| 3Y | +31.7% | +19.6% | +12.1% | +14.8% |
| 5Y | -42.2% | +71.5% | -113.7% | -56.8% |
| 10Y | +22.3% | +1,036.6% | -1,014.2% | -46.6% |
| All | +22.3% | +1,013.9% | -991.6% | -46.6% |
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