+255.6%
CDNS vs OPEN
-88.5%
+344.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.5% | +10.8% | +2.1% |
| 7D | +7.0% | -31.0% | +38.0% | +10.4% |
| 30D | -0.3% | -41.5% | +41.2% | +4.2% |
| 3M | +3.2% | -64.6% | +67.8% | +13.0% |
| 6M | -6.9% | -73.8% | +66.9% | +4.6% |
| YTD | +6.6% | -78.8% | +85.5% | +21.3% |
| 1Y | +5.6% | -86.8% | +92.5% | +25.0% |
| 3Y | +27.4% | -40.6% | +68.1% | +9.9% |
| 5Y | +83.7% | -94.7% | +178.4% | +93.3% |
| All | +255.6% | -88.5% | +344.1% | +234.1% |
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