-1.1%
CDNS vs TROW
+17.3%
-18.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.0% | -4.2% | -1.1% |
| 7D | -3.8% | +8.2% | -12.0% | -7.5% |
| 30D | -6.8% | +8.3% | -15.1% | -10.3% |
| 3M | -3.3% | -1.6% | -1.7% | -2.5% |
| 6M | -5.7% | +11.9% | -17.6% | -12.1% |
| YTD | +5.4% | +14.3% | -8.9% | -5.7% |
| 1Y | -1.1% | +17.0% | -18.1% | -12.5% |
| All | -1.1% | +17.3% | -18.4% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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