+77.1%
CDNS vs BDX
+27.1%
+50.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.3% |
| 7D | +1.0% | +2.9% | -1.9% | +0.4% |
| 30D | -2.0% | +15.4% | -17.4% | -5.0% |
| 3M | -0.2% | +20.5% | -20.8% | -4.4% |
| 6M | -8.9% | +53.2% | -62.1% | -18.0% |
| YTD | +3.3% | +45.7% | -42.3% | -5.9% |
| 1Y | +2.2% | +47.3% | -45.0% | -7.2% |
| 3Y | +22.4% | +25.1% | -2.7% | +14.2% |
| All | +77.1% | +27.1% | +50.1% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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