+363.7%
CDNS vs DOW
-15.2%
+378.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -6.5% | -2.4% | -4.2% | -5.9% |
| 30D | -13.0% | -4.1% | -8.9% | -12.2% |
| 3M | -26.0% | -12.4% | -13.6% | -23.8% |
| 6M | -2.8% | -10.6% | +7.8% | -1.8% |
| YTD | -8.8% | +31.1% | -39.9% | -18.3% |
| 1Y | -15.8% | +30.5% | -46.3% | -25.0% |
| 3Y | +19.7% | -34.4% | +54.1% | +28.0% |
| 5Y | +70.8% | -35.5% | +106.3% | +81.6% |
| All | +363.7% | -15.2% | +378.9% | +291.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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