+1,036.6%
CDNS vs NDAQ
+374.8%
+661.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.7% |
| 7D | -7.2% | -1.6% | -5.6% | -6.3% |
| 30D | -14.3% | -1.5% | -12.8% | -13.4% |
| 3M | -27.2% | +8.0% | -35.2% | -31.2% |
| 6M | -4.5% | +7.7% | -12.2% | -9.9% |
| YTD | -9.0% | -2.3% | -6.6% | -8.8% |
| 1Y | -21.3% | +0.6% | -21.9% | -23.0% |
| 3Y | +19.6% | +90.9% | -71.3% | -24.5% |
| 5Y | +71.5% | +52.5% | +19.1% | +24.0% |
| 10Y | +1,036.6% | +380.3% | +656.3% | +334.0% |
| All | +1,036.6% | +374.8% | +661.8% | +334.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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