+5,887.0%
CDNS vs FISV
+11,002.6%
-5,115.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.2% |
| 7D | -14.0% | -0.3% | -13.7% | -13.8% |
| 30D | -13.2% | -2.1% | -11.1% | -12.6% |
| 3M | -28.9% | -5.7% | -23.2% | -28.0% |
| 6M | -4.2% | -15.3% | +11.2% | +1.0% |
| YTD | -6.4% | -21.1% | +14.7% | +1.3% |
| 1Y | -16.2% | -61.1% | +44.9% | +12.6% |
| 3Y | +20.2% | -56.8% | +77.0% | +48.0% |
| 5Y | +76.6% | -54.2% | +130.8% | +109.6% |
| 10Y | +1,029.7% | +1.6% | +1,028.1% | +852.3% |
| All | +5,887.0% | +11,002.6% | -5,115.5% | +1,128.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling