+209.8%
RSP vs CDNS
+1,013.9%
-804.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -1.8% | -7.2% | +5.4% | +0.4% |
| 30D | -2.5% | -14.3% | +11.7% | +1.8% |
| 3M | +3.0% | -27.2% | +30.2% | +12.7% |
| 6M | +8.9% | -4.5% | +13.4% | +8.4% |
| YTD | +13.0% | -9.0% | +21.9% | +13.4% |
| 1Y | +16.2% | -21.3% | +37.6% | +21.8% |
| 3Y | +52.7% | +19.6% | +33.1% | +32.6% |
| 5Y | +50.5% | +71.5% | -21.1% | +10.5% |
| 10Y | +209.8% | +1,036.6% | -826.7% | +17.2% |
| All | +209.8% | +1,013.9% | -804.1% | +17.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling