+1,026.7%
CDNS vs BB
-0.1%
+1,026.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.6% |
| 7D | -6.5% | -2.1% | -4.5% | -6.2% |
| 30D | -13.0% | -16.0% | +3.0% | -10.4% |
| 3M | -26.0% | -14.5% | -11.5% | -24.8% |
| 6M | -2.8% | +118.6% | -121.4% | -16.4% |
| YTD | -8.8% | +98.9% | -107.8% | -20.3% |
| 1Y | -15.8% | +99.5% | -115.3% | -26.7% |
| 3Y | +19.7% | +65.4% | -45.6% | +2.7% |
| 5Y | +70.8% | -27.6% | +98.4% | +59.9% |
| All | +1,026.7% | -0.1% | +1,026.9% | +703.5% |
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