+5,887.0%
CDNS vs BEN
+4,913.3%
+973.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -31.9% |
| 6M | -4.2% | +33.9% | -38.1% | -16.4% |
| YTD | -6.4% | +49.0% | -55.3% | -22.3% |
| 1Y | -16.2% | +42.1% | -58.3% | -29.2% |
| 3Y | +20.2% | +51.9% | -31.7% | -4.6% |
| 5Y | +76.6% | +39.0% | +37.6% | +43.2% |
| 10Y | +1,029.7% | +57.9% | +971.8% | +673.8% |
| All | +5,887.0% | +4,913.3% | +973.7% | +645.2% |
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 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