+802.8%
TEAM vs CDNS
+1,267.8%
-465.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.0% | +1.4% | +0.2% |
| 7D | -0.4% | -14.0% | +13.6% | +10.6% |
| 30D | +67.3% | -13.2% | +80.5% | +83.9% |
| 3M | +86.8% | -28.9% | +115.7% | +133.7% |
| 6M | +146.8% | -4.2% | +151.0% | +149.3% |
| YTD | +16.9% | -6.4% | +23.3% | +19.4% |
| 1Y | +12.8% | -16.2% | +29.0% | +23.2% |
| 3Y | -7.3% | +20.2% | -27.4% | -28.2% |
| 5Y | -50.7% | +76.6% | -127.3% | -70.8% |
| 10Y | +529.8% | +1,029.7% | -499.8% | +14.0% |
| All | +802.8% | +1,267.8% | -465.0% | +37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling