-16.2%
CDNS vs GEN
+5.4%
-21.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.8% | -2.9% |
| 7D | -14.0% | -1.2% | -12.8% | -13.4% |
| 30D | -13.2% | +10.1% | -23.3% | -17.3% |
| 3M | -28.9% | +16.1% | -45.0% | -34.2% |
| 6M | -4.2% | +38.9% | -43.0% | -20.7% |
| YTD | -6.4% | +14.4% | -20.8% | -13.8% |
| 1Y | -16.2% | +5.9% | -22.1% | -14.3% |
| All | -16.2% | +5.4% | -21.6% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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