+284.3%
GE vs CDNS
+21.2%
+263.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.1% | +2.1% |
| 7D | -1.6% | -14.0% | +12.4% | +2.2% |
| 30D | -11.6% | -13.2% | +1.6% | -8.5% |
| 3M | +3.0% | -28.9% | +31.9% | +11.9% |
| 6M | -0.5% | -4.2% | +3.6% | -1.6% |
| YTD | +9.7% | -6.4% | +16.1% | +8.6% |
| 1Y | +20.0% | -16.2% | +36.2% | +22.6% |
| All | +284.3% | +21.2% | +263.1% | +234.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling