+1,235.1%
CDNS vs ALL
+372.0%
+863.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.9% | -4.3% | -2.2% |
| 7D | +2.4% | -0.1% | +2.6% | +2.4% |
| 30D | -6.0% | +13.8% | -19.8% | -9.7% |
| 3M | -0.1% | -2.8% | +2.7% | +0.2% |
| 6M | -8.6% | +23.7% | -32.2% | -15.5% |
| YTD | +6.1% | +27.3% | -21.2% | -3.4% |
| 1Y | +0.8% | +30.5% | -29.7% | -9.1% |
| 3Y | +26.8% | +113.0% | -86.2% | -7.4% |
| 5Y | +86.9% | +157.6% | -70.7% | +20.5% |
| 10Y | +1,235.1% | +368.4% | +866.7% | +512.7% |
| All | +1,235.1% | +372.0% | +863.1% | +512.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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