+19.4%
CDNS vs BUD
+48.7%
-29.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.2% | -2.9% |
| 7D | -9.2% | +0.8% | -10.0% | -9.3% |
| 30D | -16.3% | -4.8% | -11.4% | -16.1% |
| 3M | -27.9% | +1.4% | -29.3% | -28.0% |
| 6M | -4.3% | +9.9% | -14.2% | -5.1% |
| YTD | -9.1% | +26.3% | -35.5% | -11.2% |
| 1Y | -21.2% | +36.1% | -57.4% | -23.8% |
| 3Y | +19.4% | +48.6% | -29.2% | +11.2% |
| All | +19.4% | +48.7% | -29.3% | +11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling