+661.1%
BX vs CDNS
+1,060.3%
-399.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +1.7% |
| 7D | -5.6% | -1.1% | -4.5% | -5.1% |
| 30D | -12.2% | -10.4% | -1.8% | -7.4% |
| 3M | +7.4% | -24.6% | +32.0% | +22.9% |
| 6M | +22.2% | -1.6% | +23.8% | +20.0% |
| YTD | -14.0% | -7.4% | -6.6% | -13.5% |
| 1Y | -27.3% | -18.4% | -8.9% | -22.1% |
| 3Y | +24.5% | +19.0% | +5.6% | +2.3% |
| 5Y | +18.9% | +73.4% | -54.5% | -22.3% |
| All | +661.1% | +1,060.3% | -399.2% | +125.2% |
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