-19.7%
CDNS vs FISV
-63.2%
+43.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | -6.5% | -7.2% | +0.7% | -5.7% |
| 30D | -13.0% | -7.2% | -5.8% | -12.2% |
| 3M | -26.0% | -8.2% | -17.8% | -25.4% |
| 6M | -2.8% | -17.7% | +14.9% | -0.9% |
| YTD | -8.8% | -27.2% | +18.3% | -6.4% |
| All | -19.7% | -63.2% | +43.5% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 1y: compounded portfolio wealth divided by compounded FISV 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…
1y analysis · Full analysis span regression · 6 months rolling