+1,242.9%
CDNS vs USB
+94.3%
+1,148.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.5% | +2.7% | +4.4% |
| 7D | +2.1% | +0.8% | +1.4% | +2.0% |
| 30D | -4.6% | +6.8% | -11.4% | -6.5% |
| 3M | -0.8% | -3.8% | +3.0% | +0.2% |
| 6M | -7.2% | +11.7% | -19.0% | -10.7% |
| YTD | +7.7% | +17.5% | -9.8% | +1.7% |
| 1Y | +3.5% | +33.8% | -30.2% | -6.1% |
| 3Y | +31.2% | +104.2% | -73.0% | +3.7% |
| 5Y | +84.5% | +26.4% | +58.1% | +65.4% |
| 10Y | +1,242.9% | +89.2% | +1,153.7% | +991.2% |
| All | +1,242.9% | +94.3% | +1,148.6% | +991.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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