+70.8%
CDNS vs NI
+94.6%
-23.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | -6.5% | -0.6% | -6.0% | -6.4% |
| 30D | -13.0% | -1.4% | -11.6% | -12.8% |
| 3M | -26.0% | -10.6% | -15.4% | -24.5% |
| 6M | -2.8% | -9.9% | +7.1% | -1.3% |
| YTD | -8.8% | +1.2% | -10.0% | -10.3% |
| 1Y | -15.8% | +4.4% | -20.2% | -18.0% |
| 3Y | +19.7% | +68.6% | -48.9% | +2.7% |
| 5Y | +70.8% | +98.0% | -27.2% | +38.8% |
| All | +70.8% | +94.6% | -23.8% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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