+1,005.1%
CDNS vs MSCI
+594.9%
+410.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.8% | +0.8% | -0.7% |
| 7D | -9.2% | -2.1% | -7.2% | -8.2% |
| 30D | -16.3% | -1.7% | -14.5% | -15.5% |
| 3M | -27.9% | -8.2% | -19.7% | -25.3% |
| 6M | -4.3% | -2.4% | -1.9% | -4.5% |
| YTD | -9.1% | -2.8% | -6.3% | -9.6% |
| 1Y | -21.2% | -2.7% | -18.6% | -22.6% |
| 3Y | +19.4% | +7.3% | +12.1% | +6.6% |
| 5Y | +71.6% | -11.4% | +83.0% | +68.3% |
| 10Y | +1,005.1% | +605.8% | +399.2% | +216.9% |
| All | +1,005.1% | +594.9% | +410.1% | +216.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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