+1,242.9%
CDNS vs PLD
+248.8%
+994.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.8% | +2.4% | +3.8% |
| 7D | +2.1% | +0.7% | +1.4% | +1.8% |
| 30D | -4.6% | +0.8% | -5.4% | -5.1% |
| 3M | -0.8% | -6.1% | +5.3% | +2.2% |
| 6M | -7.2% | -8.0% | +0.8% | -4.2% |
| YTD | +7.7% | +4.7% | +3.0% | +3.2% |
| 1Y | +3.5% | +7.2% | -3.7% | -2.1% |
| 3Y | +31.2% | +39.2% | -8.0% | +2.8% |
| 5Y | +84.5% | +1.9% | +82.6% | +70.9% |
| 10Y | +1,242.9% | +256.8% | +986.1% | +585.8% |
| All | +1,242.9% | +248.8% | +994.1% | +585.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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