-16.2%
CDNS vs ROIV
+177.7%
-193.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.5% | -4.2% |
| 7D | -14.0% | +0.6% | -14.6% | -14.1% |
| 30D | -13.2% | +1.0% | -14.1% | -13.3% |
| 3M | -28.9% | +18.3% | -47.2% | -30.8% |
| 6M | -4.2% | +18.3% | -22.5% | -7.5% |
| YTD | -6.4% | +61.0% | -67.3% | -14.7% |
| 1Y | -16.2% | +177.9% | -194.1% | -26.8% |
| All | -16.2% | +177.7% | -193.9% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling