-81.2%
PATH vs CDNS
+126.2%
-207.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -2.0% |
| 7D | -5.3% | -2.4% | -2.9% | -3.7% |
| 30D | -0.5% | -10.2% | +9.6% | +6.3% |
| 3M | -7.1% | -5.5% | -1.7% | -4.8% |
| 6M | +23.8% | -9.9% | +33.7% | +29.9% |
| YTD | -20.7% | +2.3% | -23.0% | -25.1% |
| 1Y | -8.1% | -1.4% | -6.7% | -10.8% |
| 3Y | -21.8% | +28.1% | -49.9% | -43.6% |
| 5Y | -76.8% | +79.7% | -156.6% | -88.5% |
| All | -81.2% | +126.2% | -207.4% | -92.3% |
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