+70.0%
V vs CDNS
+78.0%
-7.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.0% | +3.0% | -0.1% |
| 7D | -1.7% | -14.0% | +12.3% | +1.6% |
| 30D | +2.0% | -13.2% | +15.1% | +5.1% |
| 3M | +17.4% | -28.9% | +46.3% | +26.1% |
| 6M | +17.5% | -4.2% | +21.7% | +16.6% |
| YTD | +7.6% | -6.4% | +13.9% | +6.8% |
| 1Y | +7.7% | -16.2% | +23.9% | +9.6% |
| 3Y | +54.7% | +20.2% | +34.5% | +34.6% |
| All | +70.0% | +78.0% | -7.9% | +23.1% |
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