+76.3%
U vs CDNS
+26.3%
+50.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.0% |
| 7D | +16.9% | -0.1% | +17.0% | +16.4% |
| 30D | +6.4% | -5.5% | +11.9% | +8.8% |
| 3M | +13.2% | +0.5% | +12.6% | +11.1% |
| 6M | +84.8% | -9.6% | +94.4% | +90.7% |
| YTD | +12.4% | +5.3% | +7.1% | +6.2% |
| 1Y | +19.8% | +3.4% | +16.4% | +14.2% |
| All | +76.3% | +26.3% | +50.0% | +47.3% |
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 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