+1,166.2%
CDNS vs BN
+290.8%
+875.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.2% |
| 7D | +1.0% | -1.0% | +2.0% | +1.6% |
| 30D | -2.0% | +14.0% | -15.9% | -8.8% |
| 3M | -0.2% | -9.0% | +8.8% | +4.6% |
| 6M | -8.9% | -8.8% | -0.1% | -4.9% |
| YTD | +3.3% | -10.3% | +13.6% | +8.3% |
| 1Y | +2.2% | -5.8% | +8.0% | +4.4% |
| 3Y | +22.4% | +94.8% | -72.4% | -15.8% |
| 5Y | +78.0% | +31.5% | +46.6% | +46.9% |
| All | +1,166.2% | +290.8% | +875.4% | +515.1% |
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