+17.1%
CDNS vs TROW
+12.7%
+4.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -6.5% | -3.0% | -3.5% | -4.9% |
| 30D | -13.0% | -5.5% | -7.5% | -10.2% |
| 3M | -26.0% | +2.3% | -28.3% | -27.4% |
| 6M | -2.8% | +23.9% | -26.8% | -14.5% |
| YTD | -8.8% | +7.9% | -16.7% | -13.7% |
| 1Y | -15.8% | +6.1% | -22.0% | -19.7% |
| All | +17.1% | +12.7% | +4.5% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling