+787.0%
CDNS vs PWR
+8,583.6%
-7,796.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.2% |
| 7D | -14.0% | +3.6% | -17.6% | -14.8% |
| 30D | -13.2% | -8.6% | -4.6% | -11.3% |
| 3M | -28.9% | -13.2% | -15.7% | -26.9% |
| 6M | -4.2% | +9.9% | -14.1% | -8.2% |
| YTD | -6.4% | +48.0% | -54.4% | -17.5% |
| 1Y | -16.2% | +66.2% | -82.4% | -28.7% |
| 3Y | +20.2% | +195.1% | -174.9% | -12.8% |
| 5Y | +76.6% | +442.6% | -365.9% | +9.2% |
| 10Y | +1,029.7% | +2,334.2% | -1,304.6% | +368.8% |
| All | +787.0% | +8,583.6% | -7,796.6% | +160.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling