+1,036.6%
CDNS vs GEN
+150.6%
+886.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.2% |
| 7D | -7.2% | -2.9% | -4.3% | -6.3% |
| 30D | -14.3% | +2.1% | -16.3% | -14.8% |
| 3M | -27.2% | +19.7% | -46.9% | -31.6% |
| 6M | -4.5% | +33.3% | -37.8% | -13.6% |
| YTD | -9.0% | +11.1% | -20.1% | -12.8% |
| 1Y | -21.3% | +3.0% | -24.3% | -22.9% |
| 3Y | +19.6% | +57.9% | -38.3% | +2.0% |
| 5Y | +71.5% | +20.6% | +50.9% | +54.8% |
| 10Y | +1,036.6% | +153.2% | +883.3% | +684.6% |
| All | +1,036.6% | +150.6% | +886.0% | +684.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling