+184.2%
CDNS vs ROIV
+287.3%
-103.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.6% | +0.6% | +4.6% |
| 7D | +2.1% | +13.3% | -11.2% | +0.6% |
| 30D | -4.6% | +14.8% | -19.4% | -6.2% |
| 3M | -0.8% | +11.9% | -12.7% | -2.6% |
| 6M | -7.2% | +42.4% | -49.6% | -11.9% |
| YTD | +7.7% | +87.4% | -79.8% | -1.6% |
| 1Y | +3.5% | +97.2% | -93.7% | -6.0% |
| 3Y | +31.2% | +375.7% | -344.4% | +6.8% |
| 5Y | +84.5% | +379.0% | -294.5% | +36.9% |
| All | +184.2% | +287.3% | -103.1% | +127.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling