+6,507.0%
CDNS vs JCI
+2,244.0%
+4,263.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.3% |
| 7D | +1.0% | +3.2% | -2.2% | -0.1% |
| 30D | -2.0% | -8.6% | +6.6% | +1.1% |
| 3M | -0.2% | -7.7% | +7.5% | +2.4% |
| 6M | -8.9% | -2.6% | -6.3% | -8.6% |
| YTD | +3.3% | +17.4% | -14.0% | -3.6% |
| 1Y | +2.2% | +16.9% | -14.7% | -4.5% |
| 3Y | +22.4% | +186.7% | -164.4% | -16.7% |
| 5Y | +78.0% | +95.4% | -17.3% | +36.9% |
| 10Y | +1,175.2% | +292.7% | +882.5% | +654.1% |
| All | +6,507.0% | +2,244.0% | +4,263.1% | +1,267.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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