+1,166.2%
CDNS vs BUD
-2.1%
+1,168.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.4% |
| 7D | +1.0% | +1.0% | 0.0% | +0.7% |
| 30D | -2.0% | +6.7% | -8.6% | -3.8% |
| 3M | -0.2% | +5.7% | -5.9% | -2.0% |
| 6M | -8.9% | +5.8% | -14.7% | -10.8% |
| YTD | +3.3% | +34.4% | -31.1% | -5.9% |
| 1Y | +2.2% | +33.3% | -31.1% | -6.8% |
| 3Y | +22.4% | +48.8% | -26.4% | +6.0% |
| 5Y | +78.0% | +52.5% | +25.5% | +50.8% |
| All | +1,166.2% | -2.1% | +1,168.3% | +1,033.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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