+6,443.8%
CDNS vs PCG
+85.2%
+6,358.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.0% | +4.7% | +3.0% |
| 7D | -2.4% | -1.6% | -0.8% | -2.2% |
| 30D | -10.2% | +1.4% | -11.6% | -10.3% |
| 3M | -5.5% | -23.4% | +17.9% | -2.8% |
| 6M | -9.9% | -19.4% | +9.5% | -8.1% |
| YTD | +2.3% | -18.5% | +20.8% | +3.9% |
| 1Y | -1.4% | -19.5% | +18.1% | +0.2% |
| 3Y | +28.1% | -21.0% | +49.1% | +29.5% |
| 5Y | +79.7% | +13.7% | +66.0% | +72.5% |
| 10Y | +1,183.3% | -77.2% | +1,260.4% | +1,229.4% |
| All | +6,443.8% | +85.2% | +6,358.6% | +3,005.5% |
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