+6,783.6%
CDNS vs GEN
+8,591.0%
-1,807.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +2.1% | -0.3% | +2.4% | +2.2% |
| 30D | -4.6% | +28.2% | -32.8% | -11.4% |
| 3M | -0.8% | +2.6% | -3.4% | -2.9% |
| 6M | -7.2% | +32.7% | -39.9% | -15.7% |
| YTD | +7.7% | +11.3% | -3.6% | +2.6% |
| 1Y | +3.5% | +17.9% | -14.4% | -2.9% |
| 3Y | +31.2% | +66.3% | -35.1% | +11.0% |
| 5Y | +84.5% | +31.7% | +52.8% | +63.0% |
| 10Y | +1,242.9% | +150.0% | +1,092.9% | +843.4% |
| All | +6,783.6% | +8,591.0% | -1,807.4% | +1,085.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling