+75.0%
CDNS vs CVE
+148.3%
-73.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.7% | -2.7% | -5.1% |
| 7D | -9.1% | -14.1% | +4.9% | -7.2% |
| 30D | -13.4% | -11.6% | -1.8% | -12.0% |
| 3M | -7.6% | 0.0% | -7.6% | -8.4% |
| 6M | -11.9% | -8.4% | -3.5% | -11.7% |
| YTD | -0.4% | +65.9% | -66.3% | -11.4% |
| 1Y | -4.9% | +69.4% | -74.4% | -15.9% |
| 3Y | +24.8% | +55.9% | -31.1% | +8.7% |
| 5Y | +75.0% | +146.2% | -71.2% | +36.6% |
| All | +75.0% | +148.3% | -73.4% | +36.6% |
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