+1,026.7%
CDNS vs O
+54.2%
+972.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | -6.5% | -3.5% | -3.0% | -5.5% |
| 30D | -13.0% | -3.3% | -9.7% | -12.1% |
| 3M | -26.0% | -2.8% | -23.2% | -25.5% |
| 6M | -2.8% | -5.8% | +2.9% | -1.6% |
| YTD | -8.8% | +9.4% | -18.2% | -12.6% |
| 1Y | -15.8% | +5.7% | -21.5% | -18.4% |
| 3Y | +19.7% | +27.2% | -7.5% | +6.2% |
| 5Y | +70.8% | +17.2% | +53.6% | +56.5% |
| All | +1,026.7% | +54.2% | +972.5% | +805.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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