+505.6%
MA vs CDNS
+997.8%
-492.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | -0.3% |
| 7D | -1.8% | -9.2% | +7.5% | +1.9% |
| 30D | +1.4% | -16.3% | +17.7% | +8.1% |
| 3M | +17.7% | -27.9% | +45.7% | +32.3% |
| 6M | +9.7% | -4.3% | +14.0% | +8.4% |
| YTD | +0.5% | -9.1% | +9.6% | +0.4% |
| 1Y | -2.1% | -21.2% | +19.1% | +3.2% |
| 3Y | +40.1% | +19.4% | +20.7% | +13.6% |
| 5Y | +67.5% | +71.6% | -4.1% | +7.3% |
| 10Y | +505.6% | +1,005.1% | -499.5% | +49.2% |
| All | +505.6% | +997.8% | -492.2% | +49.2% |
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