+5,711.3%
CDNS vs DUK
+2,575.5%
+3,135.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.8% | -3.2% |
| 7D | -9.2% | +0.7% | -9.9% | -9.4% |
| 30D | -16.3% | -2.0% | -14.2% | -15.8% |
| 3M | -27.9% | +0.2% | -28.1% | -28.2% |
| 6M | -4.3% | -6.9% | +2.6% | -2.9% |
| YTD | -9.1% | +6.1% | -15.3% | -11.5% |
| 1Y | -21.2% | +4.4% | -25.7% | -23.1% |
| 3Y | +19.4% | +49.1% | -29.7% | +2.0% |
| 5Y | +71.6% | +39.6% | +32.0% | +48.6% |
| 10Y | +1,005.1% | +125.1% | +879.9% | +704.2% |
| All | +5,711.3% | +2,575.5% | +3,135.9% | +1,282.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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