+1,199.9%
CDNS vs BN
+281.2%
+918.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.3% |
| 7D | -0.1% | -2.4% | +2.3% | +1.3% |
| 30D | -5.5% | +13.5% | -19.0% | -11.9% |
| 3M | +0.5% | -5.9% | +6.5% | +3.6% |
| 6M | -9.6% | -8.9% | -0.7% | -5.5% |
| YTD | +5.3% | -7.9% | +13.2% | +8.9% |
| 1Y | +3.4% | -8.3% | +11.7% | +6.8% |
| 3Y | +25.9% | +100.8% | -74.9% | -14.8% |
| 5Y | +85.8% | +38.2% | +47.6% | +49.6% |
| 10Y | +1,199.9% | +302.3% | +897.5% | +519.1% |
| All | +1,199.9% | +281.2% | +918.7% | +519.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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