+1,026.7%
CDNS vs DVN
+68.5%
+958.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.2% |
| 7D | -6.5% | +2.5% | -9.1% | -6.9% |
| 30D | -13.0% | +10.2% | -23.2% | -14.4% |
| 3M | -26.0% | +8.1% | -34.1% | -27.2% |
| 6M | -2.8% | +15.9% | -18.7% | -5.9% |
| YTD | -8.8% | +38.2% | -47.1% | -14.4% |
| 1Y | -15.8% | +44.5% | -60.3% | -21.8% |
| 3Y | +19.7% | +5.1% | +14.6% | +15.3% |
| 5Y | +70.8% | +124.3% | -53.6% | +42.7% |
| All | +1,026.7% | +68.5% | +958.2% | +725.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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