+78.5%
CDNS vs CVE
+142.8%
-64.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -2.4% | -16.1% | +13.7% | +0.1% |
| 30D | -10.2% | -10.4% | +0.2% | -8.9% |
| 3M | -5.5% | -2.4% | -3.1% | -5.9% |
| 6M | -9.9% | -4.4% | -5.4% | -10.3% |
| YTD | +2.3% | +64.9% | -62.6% | -8.9% |
| 1Y | -1.4% | +66.0% | -67.4% | -12.5% |
| 3Y | +28.1% | +57.7% | -29.6% | +11.4% |
| All | +78.5% | +142.8% | -64.3% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 5y: compounded portfolio wealth divided by compounded CVE 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…
5y analysis · Full analysis span regression · 6 months rolling