-21.3%
CDNS vs GEN
+0.6%
-21.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.3% |
| 7D | -7.2% | -2.9% | -4.3% | -5.8% |
| 30D | -14.3% | +2.1% | -16.3% | -15.1% |
| 3M | -27.2% | +19.7% | -46.9% | -34.0% |
| 6M | -4.5% | +33.3% | -37.8% | -19.0% |
| YTD | -9.0% | +11.1% | -20.1% | -15.1% |
| 1Y | -21.3% | +3.0% | -24.3% | -18.4% |
| All | -21.3% | +0.6% | -21.9% | -18.4% |
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