+214.5%
GLD vs CDNS
+1,121.7%
-907.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.1% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | -4.4% | -5.5% | +1.1% | -4.2% |
| 3M | -8.9% | +0.5% | -9.5% | -9.0% |
| 6M | -16.0% | -9.6% | -6.4% | -15.7% |
| YTD | -7.9% | +5.3% | -13.2% | -8.3% |
| 1Y | -3.9% | +3.4% | -7.2% | -4.3% |
| 3Y | +103.4% | +25.9% | +77.5% | +98.8% |
| 5Y | +109.7% | +85.8% | +23.9% | +99.9% |
| All | +214.5% | +1,121.7% | -907.2% | +176.1% |
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 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