+5,728.5%
CDNS vs BNY
+8,070.6%
-2,342.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -6.5% | -1.1% | -5.5% | -6.1% |
| 30D | -13.0% | +1.4% | -14.4% | -13.5% |
| 3M | -26.0% | +16.8% | -42.8% | -30.8% |
| 6M | -2.8% | +42.0% | -44.8% | -16.0% |
| YTD | -8.8% | +41.9% | -50.8% | -21.3% |
| 1Y | -15.8% | +59.2% | -75.0% | -30.8% |
| 3Y | +19.7% | +290.9% | -271.2% | -32.0% |
| 5Y | +70.8% | +259.0% | -188.3% | -1.1% |
| 10Y | +1,038.0% | +413.0% | +624.9% | +433.7% |
| All | +5,728.5% | +8,070.6% | -2,342.1% | +622.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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