+75.8%
CDNS vs BBY
+1.5%
+74.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.7% |
| 7D | -1.1% | +0.6% | -1.7% | -1.3% |
| 30D | -10.4% | +9.4% | -19.8% | -13.0% |
| 3M | -24.6% | +19.3% | -43.9% | -28.8% |
| 6M | -1.6% | +47.9% | -49.5% | -13.8% |
| YTD | -7.4% | +39.6% | -47.0% | -17.7% |
| 1Y | -18.4% | +22.2% | -40.6% | -24.6% |
| 3Y | +19.0% | +45.0% | -26.0% | -1.1% |
| All | +75.8% | +1.5% | +74.2% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling