+6,717.9%
CDNS vs BEN
+5,129.3%
+1,588.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.8% |
| 7D | +7.0% | +11.3% | -4.3% | +2.0% |
| 30D | -0.3% | +15.0% | -15.3% | -6.4% |
| 3M | +3.2% | +7.8% | -4.7% | -0.4% |
| 6M | -6.9% | +15.5% | -22.4% | -13.0% |
| YTD | +6.6% | +55.4% | -48.8% | -13.3% |
| 1Y | +5.6% | +63.3% | -57.6% | -16.0% |
| 3Y | +27.4% | +83.4% | -56.0% | -7.0% |
| 5Y | +83.7% | +28.1% | +55.6% | +55.4% |
| 10Y | +1,215.9% | +59.1% | +1,156.8% | +804.5% |
| All | +6,717.9% | +5,129.3% | +1,588.6% | +731.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling