+1,026.7%
CDNS vs ZBH
-17.1%
+1,043.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.9% |
| 7D | -6.5% | -6.6% | 0.0% | -4.4% |
| 30D | -13.0% | -4.9% | -8.1% | -11.6% |
| 3M | -26.0% | +5.1% | -31.1% | -27.7% |
| 6M | -2.8% | +1.3% | -4.2% | -4.3% |
| YTD | -8.8% | +3.4% | -12.2% | -11.0% |
| 1Y | -15.8% | -8.7% | -7.1% | -14.7% |
| 3Y | +19.7% | -21.2% | +40.9% | +25.4% |
| 5Y | +70.8% | -29.2% | +100.0% | +83.3% |
| All | +1,026.7% | -17.1% | +1,043.9% | +960.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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