+203.6%
CDNS vs OPEN
-72.1%
+275.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.4% |
| 7D | -7.2% | -2.9% | -4.3% | -6.9% |
| 30D | -14.3% | -13.8% | -0.5% | -13.0% |
| 3M | -27.2% | -30.9% | +3.7% | -24.8% |
| 6M | -4.5% | -40.9% | +36.4% | -0.2% |
| YTD | -9.0% | -48.5% | +39.6% | -4.1% |
| 1Y | -21.3% | -50.9% | +29.6% | -19.8% |
| 3Y | +19.6% | -20.6% | +40.2% | +2.6% |
| 5Y | +71.5% | -84.2% | +155.7% | +61.7% |
| All | +203.6% | -72.1% | +275.7% | +164.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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