+21.2%
CDNS vs OPEN
-12.5%
+33.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.0% |
| 7D | -14.0% | -4.3% | -9.8% | -13.8% |
| 30D | -13.2% | -16.2% | +3.1% | -12.2% |
| 3M | -28.9% | -36.4% | +7.5% | -27.0% |
| 6M | -4.2% | -35.5% | +31.3% | -1.8% |
| YTD | -6.4% | -46.0% | +39.6% | -3.4% |
| 1Y | -16.2% | -47.1% | +30.9% | -15.2% |
| All | +21.2% | -12.5% | +33.7% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling