-16.2%
CDNS vs BEN
+42.6%
-58.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.5% | -7.5% | -5.6% |
| 7D | -14.0% | +0.2% | -14.2% | -14.1% |
| 30D | -13.2% | -0.5% | -12.6% | -13.0% |
| 3M | -28.9% | +9.7% | -38.6% | -31.8% |
| 6M | -4.2% | +33.9% | -38.1% | -16.7% |
| YTD | -6.4% | +49.0% | -55.3% | -21.3% |
| 1Y | -16.2% | +42.1% | -58.3% | -25.2% |
| All | -16.2% | +42.6% | -58.8% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling