+61.0%
RSP vs CDNS
+27.9%
+33.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -0.8% |
| 7D | -1.0% | -2.4% | +1.4% | -0.6% |
| 30D | +2.6% | -10.2% | +12.8% | +4.3% |
| 3M | -0.8% | -5.5% | +4.7% | -0.2% |
| 6M | +6.3% | -9.9% | +16.1% | +7.3% |
| YTD | +14.1% | +2.3% | +11.8% | +11.7% |
| 1Y | +18.0% | -1.4% | +19.4% | +16.3% |
| 3Y | +61.0% | +28.1% | +32.9% | +45.3% |
| All | +61.0% | +27.9% | +33.1% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling