+6,683.5%
CDNS vs GEN
+8,652.2%
-1,968.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.6% |
| 7D | +2.4% | +1.0% | +1.4% | +2.1% |
| 30D | -6.0% | +29.1% | -35.1% | -12.9% |
| 3M | -0.1% | +2.9% | -3.0% | -2.3% |
| 6M | -8.6% | +33.6% | -42.2% | -17.1% |
| YTD | +6.1% | +12.0% | -5.9% | +0.9% |
| 1Y | +0.8% | +16.2% | -15.3% | -5.1% |
| 3Y | +26.8% | +65.1% | -38.3% | +7.5% |
| 5Y | +86.9% | +33.3% | +53.6% | +64.5% |
| 10Y | +1,235.1% | +149.7% | +1,085.4% | +838.2% |
| All | +6,683.5% | +8,652.2% | -1,968.7% | +1,066.2% |
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 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