-65.8%
TEAM vs CDNS
+84.4%
-150.2%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +3.1% |
| 7D | -19.7% | -0.1% | -19.6% | -20.1% |
| 30D | -26.6% | -5.5% | -21.1% | -24.4% |
| 3M | -1.1% | +0.5% | -1.6% | -3.9% |
| 6M | +74.6% | -9.6% | +84.2% | +80.1% |
| YTD | -6.0% | +5.3% | -11.3% | -14.3% |
| 1Y | -3.2% | +3.4% | -6.6% | -10.8% |
| 3Y | -13.5% | +25.9% | -39.4% | -41.9% |
| All | -65.8% | +84.4% | -150.2% | -85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling