+410.2%
GE vs CDNS
+82.5%
+327.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.1% |
| 7D | +5.4% | +2.4% | +2.9% | +4.6% |
| 30D | +9.6% | -6.0% | +15.6% | +11.5% |
| 3M | -7.7% | -0.1% | -7.6% | -8.2% |
| 6M | +14.0% | -8.6% | +22.6% | +15.5% |
| YTD | +10.2% | +6.1% | +4.1% | +4.9% |
| 1Y | +8.9% | +0.8% | +8.1% | +5.4% |
| 3Y | +273.7% | +26.8% | +246.9% | +219.1% |
| 5Y | +410.2% | +86.9% | +323.3% | +250.7% |
| All | +410.2% | +82.5% | +327.7% | +250.7% |
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