+28.1%
CDNS vs ROIV
+314.9%
-286.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.2% | -3.4% | +1.4% |
| 7D | -2.4% | +5.3% | -7.8% | -3.5% |
| 30D | -10.2% | +11.9% | -22.1% | -12.2% |
| 3M | -5.5% | +10.7% | -16.2% | -8.3% |
| 6M | -9.9% | +34.9% | -44.8% | -17.5% |
| YTD | +2.3% | +79.2% | -76.8% | -14.1% |
| 1Y | -1.4% | +89.0% | -90.4% | -18.8% |
| 3Y | +28.1% | +337.3% | -309.3% | -20.3% |
| All | +28.1% | +314.9% | -286.9% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling