+1,206.6%
CDNS vs EXC
+201.2%
+1,005.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +7.0% | -1.9% | +9.0% | +7.7% |
| 30D | -0.3% | +7.8% | -8.0% | -3.0% |
| 3M | +3.2% | +1.9% | +1.3% | +2.2% |
| 6M | -6.9% | +3.4% | -10.3% | -8.7% |
| YTD | +6.6% | +7.6% | -0.9% | +2.4% |
| 1Y | +5.6% | +2.1% | +3.5% | +3.3% |
| 3Y | +27.4% | +29.6% | -2.2% | +9.5% |
| 5Y | +83.7% | +39.5% | +44.2% | +49.7% |
| All | +1,206.6% | +201.2% | +1,005.4% | +682.8% |
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