+0.8%
CDNS vs GD
+8.1%
-7.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -2.9% | -1.6% |
| 7D | +2.4% | -1.9% | +4.3% | +2.5% |
| 30D | -6.0% | +10.9% | -16.9% | -7.1% |
| 3M | -0.1% | -6.8% | +6.7% | +1.2% |
| 6M | -8.6% | +7.0% | -15.6% | -9.4% |
| YTD | +6.1% | +11.1% | -5.0% | +5.0% |
| 1Y | +0.8% | +7.0% | -6.2% | +2.0% |
| All | +0.8% | +8.1% | -7.3% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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