+2,883.5%
GE vs CDNS
+6,098.4%
-3,214.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.0% | +5.1% | +1.9% |
| 7D | -1.6% | -14.0% | +12.4% | +1.3% |
| 30D | -11.6% | -13.2% | +1.6% | -9.2% |
| 3M | +3.0% | -28.9% | +31.9% | +9.7% |
| 6M | -0.5% | -4.2% | +3.6% | -0.6% |
| YTD | +9.7% | -6.4% | +16.1% | +9.6% |
| 1Y | +20.0% | -16.2% | +36.2% | +22.3% |
| 3Y | +275.8% | +20.2% | +255.7% | +251.7% |
| 5Y | +429.1% | +76.6% | +352.4% | +353.5% |
| 10Y | +151.2% | +1,029.7% | -878.5% | +48.0% |
| All | +2,883.5% | +6,098.4% | -3,214.8% | +958.7% |
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 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