+36.6%
DIS vs CDNS
+1,242.4%
-1,205.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.2% | -3.2% | +0.6% |
| 7D | +5.3% | +2.1% | +3.2% | +4.6% |
| 30D | +10.2% | -4.6% | +14.9% | +11.4% |
| 3M | +13.5% | -0.8% | +14.3% | +12.8% |
| 6M | +11.1% | -7.2% | +18.3% | +11.6% |
| YTD | +5.5% | +7.7% | -2.2% | +0.3% |
| 1Y | +9.1% | +3.5% | +5.6% | +4.8% |
| 3Y | +36.0% | +31.2% | +4.8% | +15.3% |
| 5Y | -29.8% | +84.5% | -114.4% | -48.8% |
| 10Y | +36.6% | +1,242.9% | -1,206.3% | -42.4% |
| All | +36.6% | +1,242.4% | -1,205.8% | -42.4% |
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