+66.9%
T vs CDNS
+1,042.5%
-975.6%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -2.4% | -6.5% | +4.1% | -2.0% |
| 30D | +4.3% | -13.0% | +17.3% | +5.1% |
| 3M | +11.6% | -26.0% | +37.6% | +13.5% |
| 6M | -5.6% | -2.8% | -2.7% | -5.9% |
| YTD | +6.6% | -8.8% | +15.4% | +6.5% |
| 1Y | -8.4% | -15.8% | +7.5% | -7.9% |
| 3Y | +107.8% | +19.7% | +88.1% | +95.7% |
| 5Y | +68.3% | +70.8% | -2.5% | +46.0% |
| All | +66.9% | +1,042.5% | -975.6% | +4.3% |
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 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