+1,206.6%
CDNS vs BB
+24.8%
+1,181.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.0% | +4.2% | +1.8% |
| 7D | +7.0% | +9.0% | -1.9% | +5.4% |
| 30D | -0.3% | +7.7% | -7.9% | -1.8% |
| 3M | +3.2% | +4.0% | -0.8% | +1.9% |
| 6M | -6.9% | +46.6% | -53.5% | -14.3% |
| YTD | +6.6% | +140.6% | -134.0% | -10.2% |
| 1Y | +5.6% | +103.1% | -97.5% | -8.7% |
| 3Y | +27.4% | +150.5% | -123.1% | +2.1% |
| 5Y | +83.7% | -15.4% | +99.1% | +66.8% |
| All | +1,206.6% | +24.8% | +1,181.9% | +804.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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