+639.7%
CEG vs CDNS
+84.0%
+555.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +3.0% | +1.2% |
| 7D | +6.7% | -9.2% | +15.9% | +10.9% |
| 30D | +11.0% | -16.3% | +27.2% | +18.9% |
| 3M | +19.5% | -27.9% | +47.4% | +35.8% |
| 6M | -5.9% | -4.3% | -1.5% | -7.5% |
| YTD | -15.0% | -9.1% | -5.9% | -15.1% |
| 1Y | +0.6% | -21.2% | +21.9% | +7.2% |
| 3Y | +180.6% | +19.4% | +161.2% | +143.2% |
| All | +639.7% | +84.0% | +555.7% | +428.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 5y: compounded portfolio wealth divided by compounded CDNS 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…
5y analysis · Full analysis span regression · 6 months rolling