+4,835.9%
CDNS vs BUD
+201.1%
+4,634.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | -14.0% | +0.3% | -14.3% | -14.1% |
| 30D | -13.2% | -5.7% | -7.5% | -11.5% |
| 3M | -28.9% | +3.1% | -32.0% | -29.9% |
| 6M | -4.2% | +7.9% | -12.0% | -7.3% |
| YTD | -6.4% | +27.3% | -33.7% | -14.8% |
| 1Y | -16.2% | +37.8% | -54.0% | -26.1% |
| 3Y | +20.2% | +49.8% | -29.7% | +0.5% |
| 5Y | +76.6% | +43.8% | +32.8% | +47.2% |
| 10Y | +1,029.7% | -22.6% | +1,052.3% | +1,038.2% |
| All | +4,835.9% | +201.1% | +4,634.8% | +2,440.9% |
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