+19.4%
CDNS vs GEN
+57.7%
-38.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.2% | -1.8% |
| 7D | -9.2% | -0.7% | -8.5% | -9.0% |
| 30D | -16.3% | +2.6% | -18.9% | -17.2% |
| 3M | -27.9% | +15.8% | -43.7% | -32.5% |
| 6M | -4.3% | +33.1% | -37.5% | -16.3% |
| YTD | -9.1% | +11.3% | -20.4% | -14.7% |
| 1Y | -21.2% | +1.7% | -22.9% | -23.7% |
| 3Y | +19.4% | +58.1% | -38.8% | -1.2% |
| All | +19.4% | +57.7% | -38.4% | -1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling