+15.0%
GE vs CDNS
-18.2%
+33.2%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -2.8% | -6.5% | +3.7% | -2.0% |
| 30D | -11.9% | -13.0% | +1.1% | -10.5% |
| 3M | +1.8% | -26.0% | +27.8% | +5.4% |
| 6M | -0.6% | -2.8% | +2.2% | -2.5% |
| YTD | +5.5% | -8.8% | +14.4% | +4.1% |
| 1Y | +15.0% | -15.8% | +30.8% | +15.6% |
| All | +15.0% | -18.2% | +33.2% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling