+1,005.1%
CDNS vs CB
+214.7%
+790.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -2.5% |
| 7D | -9.2% | -0.6% | -8.6% | -9.1% |
| 30D | -16.3% | -3.9% | -12.3% | -15.3% |
| 3M | -27.9% | +4.9% | -32.8% | -29.3% |
| 6M | -4.3% | +3.3% | -7.6% | -6.0% |
| YTD | -9.1% | +8.5% | -17.6% | -12.4% |
| 1Y | -21.2% | +22.1% | -43.3% | -27.3% |
| 3Y | +19.4% | +70.1% | -50.7% | -4.6% |
| 5Y | +71.6% | +97.4% | -25.8% | +27.8% |
| 10Y | +1,005.1% | +216.8% | +788.2% | +533.2% |
| All | +1,005.1% | +214.7% | +790.4% | +533.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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