+1,026.7%
CDNS vs PEG
+148.3%
+878.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -6.5% | -0.9% | -5.6% | -6.2% |
| 30D | -13.0% | -2.8% | -10.2% | -12.2% |
| 3M | -26.0% | -6.9% | -19.1% | -24.2% |
| 6M | -2.8% | -11.4% | +8.6% | +0.8% |
| YTD | -8.8% | -7.4% | -1.5% | -7.4% |
| 1Y | -15.8% | -8.3% | -7.6% | -14.3% |
| 3Y | +19.7% | +31.5% | -11.8% | +3.6% |
| 5Y | +70.8% | +38.0% | +32.8% | +42.8% |
| All | +1,026.7% | +148.3% | +878.4% | +622.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 10y: compounded portfolio wealth divided by compounded PEG 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…
10y analysis · Full analysis span regression · 6 months rolling