+77.6%
V vs CDNS
+27.9%
+49.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -0.3% |
| 7D | +2.2% | -2.4% | +4.6% | +2.5% |
| 30D | +13.6% | -10.2% | +23.8% | +15.0% |
| 3M | +14.3% | -5.5% | +19.8% | +14.8% |
| 6M | +33.1% | -9.9% | +43.0% | +33.8% |
| YTD | +21.2% | +2.3% | +18.9% | +18.8% |
| 1Y | +26.4% | -1.4% | +27.8% | +24.5% |
| 3Y | +77.6% | +28.1% | +49.5% | +60.3% |
| All | +77.6% | +27.9% | +49.7% | +60.3% |
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