+6,819.6%
CDNS vs HBM
+613.3%
+6,206.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.8% |
| 7D | -14.0% | -6.4% | -7.7% | -13.0% |
| 30D | -13.2% | +5.9% | -19.1% | -14.1% |
| 3M | -28.9% | -8.9% | -20.0% | -28.2% |
| 6M | -4.2% | +10.7% | -14.8% | -7.0% |
| YTD | -6.4% | +38.3% | -44.6% | -13.2% |
| 1Y | -16.2% | +121.3% | -137.5% | -28.9% |
| 3Y | +20.2% | +450.6% | -430.4% | -15.0% |
| 5Y | +76.6% | +338.0% | -261.4% | +24.6% |
| 10Y | +1,029.7% | +578.6% | +451.1% | +545.4% |
| All | +6,819.6% | +613.3% | +6,206.3% | +2,776.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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