+1,251.0%
BE vs CDNS
+72.8%
+1,178.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.9% | +12.6% | +11.5% |
| 7D | +29.8% | -9.2% | +39.0% | +37.2% |
| 30D | +26.4% | -16.3% | +42.6% | +40.1% |
| 3M | +9.3% | -27.9% | +37.3% | +32.7% |
| 6M | +105.1% | -4.3% | +109.4% | +102.5% |
| YTD | +219.0% | -9.1% | +228.2% | +221.7% |
| 1Y | +418.8% | -21.2% | +440.0% | +477.6% |
| 3Y | +1,784.6% | +19.4% | +1,765.2% | +1,283.4% |
| 5Y | +1,251.0% | +71.6% | +1,179.4% | +552.4% |
| All | +1,251.0% | +72.8% | +1,178.2% | +552.4% |
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