-21.3%
CDNS vs BUD
+33.8%
-55.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | -0.1% |
| 7D | -7.2% | -1.3% | -5.9% | -7.3% |
| 30D | -14.3% | -6.1% | -8.1% | -14.9% |
| 3M | -27.2% | -3.8% | -23.4% | -27.3% |
| 6M | -4.5% | +8.2% | -12.7% | -4.0% |
| YTD | -9.0% | +23.6% | -32.5% | -5.3% |
| 1Y | -21.3% | +33.4% | -54.8% | -16.3% |
| All | -21.3% | +33.8% | -55.1% | -16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling