+77.4%
CDNS vs PLD
+14.8%
+62.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.7% |
| 7D | -14.0% | -2.4% | -11.6% | -13.1% |
| 30D | -13.2% | -2.4% | -10.7% | -12.3% |
| 3M | -28.9% | -3.8% | -25.1% | -28.0% |
| 6M | -4.2% | 0.0% | -4.2% | -5.1% |
| YTD | -6.4% | +9.2% | -15.6% | -11.4% |
| 1Y | -16.2% | +25.9% | -42.1% | -26.2% |
| 3Y | +20.2% | +21.3% | -1.1% | +3.8% |
| All | +77.4% | +14.8% | +62.6% | +59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling