+5,887.0%
CDNS vs GEN
+8,838.8%
-2,951.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.8% | -3.4% |
| 7D | -14.0% | -1.2% | -12.8% | -13.7% |
| 30D | -13.2% | +10.1% | -23.3% | -15.5% |
| 3M | -28.9% | +16.1% | -45.0% | -32.0% |
| 6M | -4.2% | +38.9% | -43.0% | -12.9% |
| YTD | -6.4% | +14.4% | -20.8% | -10.1% |
| 1Y | -16.2% | +5.9% | -22.1% | -17.9% |
| 3Y | +20.2% | +58.8% | -38.6% | +4.2% |
| 5Y | +76.6% | +24.7% | +52.0% | +60.5% |
| 10Y | +1,029.7% | +163.1% | +866.6% | +692.8% |
| All | +5,887.0% | +8,838.8% | -2,951.8% | +938.3% |
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