+147.0%
NOK vs CDNS
+23.9%
+123.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.5% |
| 7D | +5.4% | +1.0% | +4.4% | +5.1% |
| 30D | -14.1% | -2.0% | -12.2% | -13.3% |
| 3M | -23.6% | -0.2% | -23.3% | -23.2% |
| 6M | -45.1% | -8.9% | -36.2% | -42.9% |
| YTD | +24.7% | +3.3% | +21.4% | +26.3% |
| 1Y | +19.0% | +2.2% | +16.8% | +20.6% |
| 3Y | +147.0% | +22.4% | +124.6% | +129.3% |
| All | +147.0% | +23.9% | +123.1% | +129.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling