-18.4%
CDNS vs BEN
+45.3%
-63.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -1.1% | -3.1% | +2.0% | +0.3% |
| 30D | -10.4% | +0.2% | -10.6% | -10.5% |
| 3M | -24.6% | +6.8% | -31.4% | -26.8% |
| 6M | -1.6% | +38.1% | -39.7% | -14.9% |
| YTD | -7.4% | +44.3% | -51.8% | -20.5% |
| 1Y | -18.4% | +42.6% | -61.0% | -30.3% |
| All | -18.4% | +45.3% | -63.7% | -30.3% |
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