+911.5%
BE vs CDNS
+541.9%
+369.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -4.0% | +11.3% | +10.2% |
| 7D | +20.0% | -14.0% | +34.0% | +32.7% |
| 30D | +7.9% | -13.2% | +21.1% | +18.4% |
| 3M | -13.2% | -28.9% | +15.7% | +9.4% |
| 6M | +53.5% | -4.2% | +57.6% | +51.8% |
| YTD | +191.0% | -6.4% | +197.4% | +187.4% |
| 1Y | +360.5% | -16.2% | +376.7% | +394.0% |
| 3Y | +1,568.0% | +20.2% | +1,547.8% | +1,117.0% |
| 5Y | +1,055.2% | +76.6% | +978.6% | +483.2% |
| All | +911.5% | +541.9% | +369.6% | +111.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling