+1,005.1%
CDNS vs PWR
+2,399.9%
-1,394.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.3% | -5.3% | -3.9% |
| 7D | -9.2% | +4.5% | -13.8% | -10.9% |
| 30D | -16.3% | -4.9% | -11.4% | -14.9% |
| 3M | -27.9% | -7.9% | -20.1% | -26.8% |
| 6M | -4.3% | +18.3% | -22.7% | -13.9% |
| YTD | -9.1% | +51.5% | -60.6% | -27.2% |
| 1Y | -21.2% | +70.3% | -91.5% | -40.6% |
| 3Y | +19.4% | +210.6% | -191.2% | -32.6% |
| 5Y | +71.6% | +456.7% | -385.1% | -25.9% |
| 10Y | +1,005.1% | +2,396.1% | -1,391.0% | +141.0% |
| All | +1,005.1% | +2,399.9% | -1,394.9% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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