+546.8%
ON vs CDNS
+1,136.8%
-590.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.8% |
| 7D | +17.0% | +7.0% | +10.0% | +11.1% |
| 30D | -3.9% | -0.3% | -3.6% | -3.4% |
| 3M | -11.5% | +3.2% | -14.7% | -14.2% |
| 6M | -29.2% | -6.9% | -22.3% | -26.5% |
| YTD | +36.2% | +6.6% | +29.5% | +23.3% |
| 1Y | +49.6% | +5.6% | +44.0% | +36.8% |
| 3Y | +9.4% | +27.4% | -18.0% | -20.8% |
| 5Y | +25.8% | +83.7% | -57.9% | -34.5% |
| All | +546.8% | +1,136.8% | -590.1% | -16.2% |
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