+241.3%
CDNS vs OPEN
-87.0%
+328.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -21.8% | +24.5% | +4.8% |
| 7D | -2.4% | -22.2% | +19.8% | -0.5% |
| 30D | -10.2% | -38.3% | +28.2% | -6.5% |
| 3M | -5.5% | -59.4% | +53.9% | +2.3% |
| 6M | -9.9% | -74.4% | +64.5% | +1.5% |
| YTD | +2.3% | -76.0% | +78.3% | +15.1% |
| 1Y | -1.4% | -78.7% | +77.3% | +11.3% |
| 3Y | +28.1% | -30.0% | +58.1% | +8.6% |
| 5Y | +79.7% | -93.7% | +173.5% | +85.8% |
| All | +241.3% | -87.0% | +328.3% | +217.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling