+1,166.2%
CDNS vs NDAQ
+471.8%
+694.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | +1.0% | +1.3% | -0.3% | +0.2% |
| 30D | -2.0% | +18.0% | -19.9% | -12.1% |
| 3M | -0.2% | +11.5% | -11.8% | -7.4% |
| 6M | -8.9% | +21.1% | -30.0% | -20.5% |
| YTD | +3.3% | +12.8% | -9.5% | -6.1% |
| 1Y | +2.2% | +25.7% | -23.5% | -13.6% |
| 3Y | +22.4% | +116.8% | -94.4% | -29.1% |
| 5Y | +78.0% | +67.3% | +10.8% | +20.7% |
| All | +1,166.2% | +471.8% | +694.4% | +309.6% |
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