+1,166.2%
CDNS vs BEN
+58.7%
+1,107.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.3% |
| 7D | +1.0% | +6.8% | -5.8% | -1.6% |
| 30D | -2.0% | +18.0% | -19.9% | -8.1% |
| 3M | -0.2% | +7.5% | -7.7% | -3.1% |
| 6M | -8.9% | +14.7% | -23.6% | -13.8% |
| YTD | +3.3% | +56.1% | -52.8% | -13.5% |
| 1Y | +2.2% | +69.6% | -67.4% | -17.2% |
| 3Y | +22.4% | +87.7% | -65.3% | -7.4% |
| 5Y | +78.0% | +28.6% | +49.4% | +51.6% |
| All | +1,166.2% | +58.7% | +1,107.5% | +836.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling