+461.4%
BE vs CDNS
+82.5%
+378.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -3.4% |
| 7D | -13.4% | +2.4% | -15.8% | -14.1% |
| 30D | -33.9% | -6.0% | -27.9% | -30.7% |
| 3M | -12.0% | -0.1% | -11.9% | -12.2% |
| 6M | -29.0% | -8.6% | -20.4% | -26.0% |
| YTD | +113.4% | +6.1% | +107.3% | +96.6% |
| 1Y | +33.2% | +0.8% | +32.4% | +28.2% |
| 3Y | +1,659.2% | +26.8% | +1,632.4% | +1,192.7% |
| 5Y | +461.4% | +86.9% | +374.5% | +154.5% |
| All | +461.4% | +82.5% | +378.9% | +154.5% |
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