+71.6%
CDNS vs NDAQ
+55.5%
+16.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.0% | -1.8% |
| 7D | -9.2% | -2.6% | -6.7% | -7.8% |
| 30D | -16.3% | +0.5% | -16.7% | -16.5% |
| 3M | -27.9% | +9.9% | -37.8% | -32.5% |
| 6M | -4.3% | +8.2% | -12.5% | -9.8% |
| YTD | -9.1% | -1.5% | -7.6% | -9.3% |
| 1Y | -21.2% | +1.3% | -22.5% | -23.1% |
| 3Y | +19.4% | +92.6% | -73.2% | -25.6% |
| 5Y | +71.6% | +53.8% | +17.8% | +23.3% |
| All | +71.6% | +55.5% | +16.1% | +23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling