+425.7%
META vs CDNS
+1,242.4%
-816.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.2% | -0.1% | +2.4% |
| 7D | +5.7% | +2.1% | +3.6% | +4.5% |
| 30D | -10.8% | -4.6% | -6.1% | -8.9% |
| 3M | +8.4% | -0.8% | +9.2% | +7.5% |
| 6M | +5.4% | -7.2% | +12.6% | +6.4% |
| YTD | -2.6% | +7.7% | -10.2% | -11.3% |
| 1Y | +3.5% | +3.5% | 0.0% | -3.9% |
| 3Y | +102.0% | +31.2% | +70.8% | +53.2% |
| 5Y | +93.1% | +84.5% | +8.5% | +16.6% |
| 10Y | +425.7% | +1,242.9% | -817.2% | +33.3% |
| All | +425.7% | +1,242.4% | -816.7% | +33.3% |
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