+71.6%
CDNS vs FLEX
+698.8%
-627.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.4% | -7.3% | -4.4% |
| 7D | -9.2% | +7.0% | -16.2% | -11.4% |
| 30D | -16.3% | -5.8% | -10.4% | -14.8% |
| 3M | -27.9% | -24.2% | -3.7% | -22.6% |
| 6M | -4.3% | +90.8% | -95.1% | -32.7% |
| YTD | -9.1% | +89.2% | -98.3% | -36.4% |
| 1Y | -21.2% | +104.7% | -125.9% | -47.7% |
| 3Y | +19.4% | +478.1% | -458.7% | -54.4% |
| 5Y | +71.6% | +726.2% | -654.6% | -49.4% |
| All | +71.6% | +698.8% | -627.2% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FLEX 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling