+1,036.6%
CDNS vs BUD
-24.2%
+1,060.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.7% |
| 7D | -7.2% | -1.3% | -5.9% | -6.9% |
| 30D | -14.3% | -6.1% | -8.1% | -12.9% |
| 3M | -27.2% | -3.8% | -23.4% | -26.6% |
| 6M | -4.5% | +8.2% | -12.7% | -7.1% |
| YTD | -9.0% | +23.6% | -32.5% | -15.0% |
| 1Y | -21.3% | +33.4% | -54.8% | -28.3% |
| 3Y | +19.6% | +45.3% | -25.7% | +4.2% |
| 5Y | +71.5% | +44.3% | +27.3% | +47.4% |
| 10Y | +1,036.6% | -22.8% | +1,059.3% | +1,010.7% |
| All | +1,036.6% | -24.2% | +1,060.8% | +1,010.7% |
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