+1,209.3%
CDNS vs RACE
+741.5%
+467.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.1% |
| 7D | +2.4% | +0.2% | +2.2% | +2.3% |
| 30D | -6.0% | +6.6% | -12.6% | -9.2% |
| 3M | -0.1% | +2.2% | -2.3% | -1.5% |
| 6M | -8.6% | +22.4% | -30.9% | -18.5% |
| YTD | +6.1% | +13.8% | -7.7% | -2.9% |
| 1Y | +0.8% | +2.2% | -1.4% | -2.5% |
| 3Y | +26.8% | +25.6% | +1.2% | +2.9% |
| 5Y | +86.9% | +71.0% | +15.9% | +24.0% |
| All | +1,209.3% | +741.5% | +467.8% | +333.9% |
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