+230.9%
SPOT vs CDNS
+19.3%
+211.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.3% |
| 7D | -6.9% | -6.5% | -0.3% | -5.0% |
| 30D | +4.1% | -13.0% | +17.1% | +8.1% |
| 3M | +3.7% | -26.0% | +29.7% | +12.8% |
| 6M | -1.6% | -2.8% | +1.2% | -2.7% |
| YTD | -10.2% | -8.8% | -1.3% | -9.9% |
| 1Y | -25.9% | -15.8% | -10.1% | -24.2% |
| All | +230.9% | +19.3% | +211.6% | +176.6% |
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