+71.6%
CDNS vs BN
+35.3%
+36.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.6% | -0.4% | -1.4% |
| 7D | -9.2% | -1.2% | -8.1% | -8.6% |
| 30D | -16.3% | -10.9% | -5.3% | -10.3% |
| 3M | -27.9% | -11.1% | -16.9% | -22.9% |
| 6M | -4.3% | -4.4% | 0.0% | -2.4% |
| YTD | -9.1% | -14.1% | +5.0% | -1.5% |
| 1Y | -21.2% | -11.1% | -10.2% | -16.8% |
| 3Y | +19.4% | +75.6% | -56.2% | -18.4% |
| 5Y | +71.6% | +35.8% | +35.8% | +40.4% |
| All | +71.6% | +35.3% | +36.3% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling