+707.7%
BE vs CDNS
+631.0%
+76.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.8% | -4.5% |
| 7D | +20.5% | +7.0% | +13.5% | +14.9% |
| 30D | -23.4% | -0.3% | -23.1% | -22.5% |
| 3M | -14.9% | +3.2% | -18.0% | -17.2% |
| 6M | -28.1% | -6.9% | -21.2% | -26.0% |
| YTD | +132.4% | +6.6% | +125.8% | +109.6% |
| 1Y | +59.4% | +5.6% | +53.7% | +45.8% |
| 3Y | +1,815.8% | +27.4% | +1,788.4% | +1,268.7% |
| 5Y | +491.3% | +83.7% | +407.6% | +196.5% |
| All | +707.7% | +631.0% | +76.8% | +53.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling