+6,507.0%
CDNS vs PEG
+3,024.2%
+3,482.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -3.6% |
| 7D | +1.0% | +4.5% | -3.5% | -0.6% |
| 30D | -2.0% | +7.5% | -9.5% | -4.6% |
| 3M | -0.2% | +0.8% | -1.1% | -0.8% |
| 6M | -8.9% | 0.0% | -8.9% | -9.4% |
| YTD | +3.3% | -3.0% | +6.4% | +3.2% |
| 1Y | +2.2% | -4.7% | +7.0% | +2.7% |
| 3Y | +22.4% | +36.5% | -14.1% | +6.4% |
| 5Y | +78.0% | +44.4% | +33.7% | +50.1% |
| 10Y | +1,175.2% | +170.2% | +1,005.0% | +730.9% |
| All | +6,507.0% | +3,024.2% | +3,482.8% | +1,532.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling