+376.3%
CDNS vs DOW
-15.8%
+392.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -3.2% |
| 7D | -14.0% | -2.4% | -11.6% | -13.5% |
| 30D | -13.2% | +0.4% | -13.5% | -13.5% |
| 3M | -28.9% | -14.4% | -14.5% | -26.3% |
| 6M | -4.2% | -7.0% | +2.8% | -4.4% |
| YTD | -6.4% | +30.2% | -36.6% | -15.9% |
| 1Y | -16.2% | +29.2% | -45.4% | -25.1% |
| 3Y | +20.2% | -36.7% | +56.9% | +29.9% |
| 5Y | +76.6% | -37.7% | +114.3% | +89.6% |
| All | +376.3% | -15.8% | +392.1% | +302.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling