+152.0%
CDNS vs DOCN
+74.7%
+77.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.5% | +0.2% | +2.2% |
| 7D | -2.4% | -19.2% | +16.7% | +2.0% |
| 30D | -10.2% | -43.1% | +32.9% | +0.8% |
| 3M | -5.5% | -40.7% | +35.2% | +4.0% |
| 6M | -9.9% | -55.0% | +45.1% | +3.9% |
| YTD | +2.3% | +50.6% | -48.3% | -13.9% |
| 1Y | -1.4% | +54.0% | -55.3% | -17.7% |
| 3Y | +28.1% | +203.9% | -175.8% | -14.4% |
| 5Y | +79.7% | -29.4% | +109.1% | +46.8% |
| All | +152.0% | +74.7% | +77.3% | +78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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