+436.7%
GE vs CDNS
+72.8%
+364.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.9% | +2.3% | +0.2% |
| 7D | +1.2% | -9.2% | +10.4% | +4.0% |
| 30D | -9.5% | -16.3% | +6.7% | -4.8% |
| 3M | +4.1% | -27.9% | +32.1% | +14.2% |
| 6M | +3.9% | -4.3% | +8.3% | +3.0% |
| YTD | +9.0% | -9.1% | +18.1% | +9.0% |
| 1Y | +21.9% | -21.2% | +43.2% | +27.5% |
| 3Y | +281.8% | +19.4% | +262.4% | +231.4% |
| 5Y | +436.7% | +71.6% | +365.1% | +295.9% |
| All | +436.7% | +72.8% | +364.0% | +295.9% |
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