+70.8%
CDNS vs FIVN
-82.6%
+153.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -6.5% | -11.3% | +4.8% | -3.6% |
| 30D | -13.0% | -7.3% | -5.7% | -11.5% |
| 3M | -26.0% | +41.7% | -67.7% | -33.7% |
| 6M | -2.8% | +78.3% | -81.1% | -19.4% |
| YTD | -8.8% | +50.9% | -59.7% | -21.5% |
| 1Y | -15.8% | +19.7% | -35.5% | -23.3% |
| 3Y | +19.7% | -55.7% | +75.5% | +32.9% |
| 5Y | +70.8% | -82.6% | +153.3% | +131.0% |
| All | +70.8% | -82.6% | +153.4% | +131.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling