+1,005.1%
CDNS vs MMM
+54.6%
+950.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.7% |
| 7D | -9.2% | -1.6% | -7.6% | -8.7% |
| 30D | -16.3% | -8.0% | -8.2% | -13.7% |
| 3M | -27.9% | +9.4% | -37.3% | -30.3% |
| 6M | -4.3% | +10.2% | -14.6% | -8.0% |
| YTD | -9.1% | +6.1% | -15.2% | -11.6% |
| 1Y | -21.2% | +10.8% | -32.0% | -24.8% |
| 3Y | +19.4% | +104.8% | -85.4% | -12.2% |
| 5Y | +71.6% | +27.0% | +44.6% | +54.1% |
| 10Y | +1,005.1% | +53.8% | +951.3% | +787.6% |
| All | +1,005.1% | +54.6% | +950.5% | +787.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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