-53.8%
TEAM vs CDNS
+72.8%
-126.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.9% | -4.0% | -4.7% |
| 7D | -5.7% | -9.2% | +3.6% | +1.6% |
| 30D | +18.3% | -16.3% | +34.6% | +34.8% |
| 3M | +80.2% | -27.9% | +108.2% | +128.7% |
| 6M | +111.0% | -4.3% | +115.3% | +112.7% |
| YTD | +8.8% | -9.1% | +17.9% | +13.4% |
| 1Y | +2.2% | -21.2% | +23.4% | +17.7% |
| 3Y | -14.6% | +19.4% | -34.0% | -40.8% |
| 5Y | -53.8% | +71.6% | -125.4% | -78.1% |
| All | -53.8% | +72.8% | -126.6% | -78.1% |
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