+2,832.6%
GE vs CDNS
+6,958.5%
-4,125.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -3.7% |
| 7D | +5.1% | +7.0% | -1.9% | +3.7% |
| 30D | +7.6% | -0.3% | +7.8% | +7.5% |
| 3M | -9.3% | +3.2% | -12.5% | -10.2% |
| 6M | +11.5% | -6.9% | +18.4% | +12.2% |
| YTD | +7.9% | +6.6% | +1.2% | +4.8% |
| 1Y | +7.6% | +5.6% | +2.0% | +4.7% |
| 3Y | +265.9% | +27.4% | +238.4% | +237.9% |
| 5Y | +405.9% | +83.7% | +322.2% | +329.6% |
| 10Y | +149.6% | +1,215.9% | -1,066.3% | +42.5% |
| All | +2,832.6% | +6,958.5% | -4,125.9% | +912.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling