+1,005.1%
CDNS vs EXC
+154.0%
+851.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.2% |
| 7D | -9.2% | +1.2% | -10.5% | -9.6% |
| 30D | -16.3% | -2.7% | -13.5% | -15.5% |
| 3M | -27.9% | -1.0% | -27.0% | -27.9% |
| 6M | -4.3% | -9.3% | +4.9% | -1.6% |
| YTD | -9.1% | +3.6% | -12.7% | -11.4% |
| 1Y | -21.2% | +5.9% | -27.1% | -24.1% |
| 3Y | +19.4% | +21.3% | -1.9% | +5.5% |
| 5Y | +71.6% | +46.2% | +25.4% | +36.1% |
| 10Y | +1,005.1% | +151.5% | +853.6% | +575.7% |
| All | +1,005.1% | +154.0% | +851.0% | +575.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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