+1,026.7%
CDNS vs PSX
+384.6%
+642.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | -6.5% | +1.5% | -8.0% | -6.8% |
| 30D | -13.0% | +15.8% | -28.8% | -15.6% |
| 3M | -26.0% | +43.0% | -69.0% | -31.5% |
| 6M | -2.8% | +61.1% | -63.9% | -12.6% |
| YTD | -8.8% | +104.5% | -113.4% | -22.3% |
| 1Y | -15.8% | +102.5% | -118.4% | -28.3% |
| 3Y | +19.7% | +133.5% | -113.8% | -2.8% |
| 5Y | +70.8% | +367.0% | -296.2% | +16.4% |
| All | +1,026.7% | +384.6% | +642.1% | +590.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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