+5,887.0%
CDNS vs PCG
+103.4%
+5,783.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.4% | -6.4% | -4.3% |
| 7D | -14.0% | -13.9% | -0.2% | -12.8% |
| 30D | -13.2% | -16.9% | +3.7% | -11.6% |
| 3M | -28.9% | -14.7% | -14.2% | -27.9% |
| 6M | -4.2% | -23.8% | +19.7% | -1.6% |
| YTD | -6.4% | -10.5% | +4.1% | -5.9% |
| 1Y | -16.2% | -5.1% | -11.1% | -16.6% |
| 3Y | +20.2% | -11.6% | +31.8% | +19.8% |
| 5Y | +76.6% | +59.0% | +17.6% | +62.6% |
| 10Y | +1,029.7% | -75.7% | +1,105.4% | +1,065.4% |
| All | +5,887.0% | +103.4% | +5,783.7% | +2,711.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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