+4,628.6%
CDNS vs CVE
+89.9%
+4,538.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.8% |
| 7D | -14.0% | +2.5% | -16.5% | -14.4% |
| 30D | -13.2% | +16.7% | -29.9% | -15.7% |
| 3M | -28.9% | +9.3% | -38.2% | -30.4% |
| 6M | -4.2% | +43.6% | -47.8% | -11.3% |
| YTD | -6.4% | +93.6% | -99.9% | -18.3% |
| 1Y | -16.2% | +98.8% | -115.0% | -27.4% |
| 3Y | +20.2% | +73.6% | -53.4% | +4.9% |
| 5Y | +76.6% | +312.5% | -235.8% | +27.0% |
| 10Y | +1,029.7% | +161.0% | +868.6% | +672.7% |
| All | +4,628.6% | +89.9% | +4,538.7% | +3,330.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling