+78.5%
CDNS vs GEN
+32.5%
+46.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.4% | +3.5% |
| 7D | -2.4% | +2.3% | -4.7% | -3.1% |
| 30D | -10.2% | +33.1% | -43.2% | -18.6% |
| 3M | -5.5% | +6.5% | -11.9% | -8.6% |
| 6M | -9.9% | +53.8% | -63.6% | -24.6% |
| YTD | +2.3% | +11.2% | -8.9% | -4.0% |
| 1Y | -1.4% | +19.4% | -20.8% | -9.7% |
| 3Y | +28.1% | +81.0% | -53.0% | +2.7% |
| All | +78.5% | +32.5% | +46.0% | +48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling