-8.1%
PATH vs CDNS
-1.5%
-6.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -1.6% |
| 7D | -5.3% | -2.4% | -2.9% | -4.1% |
| 30D | -0.5% | -10.2% | +9.6% | +5.2% |
| 3M | -7.1% | -5.5% | -1.7% | -4.8% |
| 6M | +23.8% | -9.9% | +33.7% | +29.3% |
| YTD | -20.7% | +2.3% | -23.0% | -24.2% |
| 1Y | -8.1% | -1.4% | -6.7% | -9.0% |
| All | -8.1% | -1.5% | -6.5% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling