+1,044.2%
CDNS vs BLK
+283.5%
+760.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | -0.1% | +0.5% |
| 7D | -1.1% | -3.3% | +2.2% | +0.9% |
| 30D | -10.4% | -6.5% | -3.9% | -6.6% |
| 3M | -24.6% | +6.7% | -31.3% | -28.0% |
| 6M | -1.6% | +14.7% | -16.4% | -10.6% |
| YTD | -7.4% | +2.5% | -10.0% | -10.0% |
| 1Y | -18.4% | -2.8% | -15.6% | -18.3% |
| 3Y | +19.0% | +65.9% | -46.9% | -16.3% |
| 5Y | +73.4% | +33.0% | +40.4% | +37.7% |
| All | +1,044.2% | +283.5% | +760.7% | +427.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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