+148.8%
GE vs CDNS
+1,041.1%
-892.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | -1.2% | -7.2% | +6.0% | +1.0% |
| 30D | -11.3% | -14.3% | +3.0% | -7.2% |
| 3M | -1.4% | -27.2% | +25.8% | +8.1% |
| 6M | +1.2% | -4.5% | +5.7% | +0.6% |
| YTD | +5.9% | -9.0% | +14.9% | +6.1% |
| 1Y | +18.4% | -21.3% | +39.7% | +24.0% |
| 3Y | +271.0% | +19.6% | +251.4% | +226.7% |
| 5Y | +417.9% | +71.5% | +346.4% | +292.3% |
| All | +148.8% | +1,041.1% | -892.3% | +2.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling