+212.8%
RSP vs CDNS
+1,012.0%
-799.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.2% |
| 7D | -0.4% | -9.2% | +8.8% | +2.5% |
| 30D | -1.5% | -16.3% | +14.7% | +3.6% |
| 3M | +4.8% | -27.9% | +32.7% | +15.0% |
| 6M | +10.3% | -4.3% | +14.6% | +9.7% |
| YTD | +14.1% | -9.1% | +23.2% | +14.6% |
| 1Y | +17.0% | -21.2% | +38.2% | +22.5% |
| 3Y | +54.2% | +19.4% | +34.8% | +33.9% |
| 5Y | +51.5% | +71.6% | -20.1% | +11.2% |
| All | +212.8% | +1,012.0% | -799.1% | +18.4% |
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