+1,036.6%
CDNS vs ALL
+359.1%
+677.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.2% |
| 7D | -7.2% | -2.2% | -5.0% | -6.6% |
| 30D | -14.3% | -5.6% | -8.7% | -12.8% |
| 3M | -27.2% | +17.2% | -44.4% | -31.1% |
| 6M | -4.5% | +23.2% | -27.8% | -11.5% |
| YTD | -9.0% | +23.6% | -32.6% | -16.0% |
| 1Y | -21.3% | +29.2% | -50.5% | -28.7% |
| 3Y | +19.6% | +153.8% | -134.2% | -18.8% |
| 5Y | +71.5% | +116.1% | -44.5% | +20.3% |
| 10Y | +1,036.6% | +364.8% | +671.8% | +403.8% |
| All | +1,036.6% | +359.1% | +677.5% | +403.8% |
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