+71.6%
CDNS vs OPEN
-84.0%
+155.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.5% | -0.4% | -2.7% |
| 7D | -9.2% | +1.0% | -10.2% | -9.3% |
| 30D | -16.3% | -11.9% | -4.3% | -15.3% |
| 3M | -27.9% | -28.8% | +0.8% | -25.9% |
| 6M | -4.3% | -38.6% | +34.3% | -0.6% |
| YTD | -9.1% | -47.3% | +38.2% | -4.8% |
| 1Y | -21.2% | -49.2% | +28.0% | -20.0% |
| 3Y | +19.4% | -18.8% | +38.2% | +3.4% |
| 5Y | +71.6% | -83.6% | +155.2% | +62.8% |
| All | +71.6% | -84.0% | +155.7% | +62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling