+5,721.4%
CDNS vs BDX
+5,237.1%
+484.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.2% |
| 7D | -7.2% | -3.6% | -3.6% | -5.9% |
| 30D | -14.3% | +0.7% | -14.9% | -14.5% |
| 3M | -27.2% | +19.0% | -46.1% | -32.3% |
| 6M | -4.5% | +10.8% | -15.3% | -9.1% |
| YTD | -9.0% | +20.1% | -29.1% | -16.3% |
| 1Y | -21.3% | +23.1% | -44.4% | -28.5% |
| 3Y | +19.6% | -8.8% | +28.4% | +19.1% |
| 5Y | +71.5% | -1.4% | +73.0% | +63.9% |
| 10Y | +1,036.6% | +60.5% | +976.1% | +778.1% |
| All | +5,721.4% | +5,237.1% | +484.3% | +721.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling