+17.0%
CDNS vs FIVN
-55.7%
+72.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +2.9% | +0.8% |
| 7D | -7.2% | -9.6% | +2.4% | -5.1% |
| 30D | -14.3% | -11.9% | -2.3% | -11.9% |
| 3M | -27.2% | +40.1% | -67.3% | -33.7% |
| 6M | -4.5% | +68.3% | -72.9% | -18.1% |
| YTD | -9.0% | +51.5% | -60.4% | -20.5% |
| 1Y | -21.3% | +15.1% | -36.5% | -27.2% |
| All | +17.0% | -55.7% | +72.7% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 3y: compounded portfolio wealth divided by compounded FIVN 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…
3y analysis · Full analysis span regression · 6 months rolling