+1,157.5%
CDNS vs RACE
+740.1%
+417.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +3.5% |
| 7D | -2.4% | +5.1% | -7.5% | -4.9% |
| 30D | -10.2% | +7.7% | -17.9% | -13.7% |
| 3M | -5.5% | +2.2% | -7.6% | -6.8% |
| 6M | -9.9% | +23.8% | -33.6% | -20.2% |
| YTD | +2.3% | +13.9% | -11.6% | -6.4% |
| 1Y | -1.4% | +3.8% | -5.2% | -5.5% |
| 3Y | +28.1% | +28.0% | 0.0% | +2.8% |
| 5Y | +79.7% | +64.9% | +14.8% | +21.6% |
| All | +1,157.5% | +740.1% | +417.5% | +308.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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