+5,492.6%
CDNS vs BUD
+222.5%
+5,270.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.8% |
| 7D | +2.4% | +6.0% | -3.6% | +0.5% |
| 30D | -6.0% | +11.3% | -17.3% | -9.5% |
| 3M | -0.1% | +3.6% | -3.6% | -1.7% |
| 6M | -8.6% | +7.7% | -16.3% | -11.5% |
| YTD | +6.1% | +36.4% | -30.3% | -6.0% |
| 1Y | +0.8% | +37.8% | -37.0% | -11.2% |
| 3Y | +26.8% | +51.2% | -24.4% | +5.7% |
| 5Y | +86.9% | +53.4% | +33.5% | +52.4% |
| 10Y | +1,235.1% | -3.2% | +1,238.3% | +1,121.4% |
| All | +5,492.6% | +222.5% | +5,270.1% | +2,702.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling