+1,044.2%
CDNS vs MCK
+442.8%
+601.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | -1.1% | -2.9% | +1.8% | -0.5% |
| 30D | -10.4% | +0.4% | -10.9% | -10.6% |
| 3M | -24.6% | +12.1% | -36.7% | -26.7% |
| 6M | -1.6% | -5.4% | +3.8% | -0.8% |
| YTD | -7.4% | +7.8% | -15.2% | -10.0% |
| 1Y | -18.4% | +22.9% | -41.4% | -23.6% |
| 3Y | +19.0% | +110.7% | -91.8% | -5.9% |
| 5Y | +73.4% | +346.2% | -272.8% | +7.4% |
| All | +1,044.2% | +442.8% | +601.4% | +560.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 10y: compounded portfolio wealth divided by compounded MCK 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…
10y analysis · Full analysis span regression · 6 months rolling