+35.2%
PFE vs CDNS
+1,013.9%
-978.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -4.3% | -7.2% | +2.9% | -3.2% |
| 30D | +2.7% | -14.3% | +17.0% | +4.9% |
| 3M | +10.0% | -27.2% | +37.2% | +14.9% |
| 6M | +7.2% | -4.5% | +11.7% | +6.8% |
| YTD | +17.3% | -9.0% | +26.3% | +17.4% |
| 1Y | +20.3% | -21.3% | +41.6% | +22.9% |
| 3Y | -1.6% | +19.6% | -21.2% | -8.8% |
| 5Y | -21.4% | +71.5% | -92.9% | -34.2% |
| 10Y | +35.2% | +1,036.6% | -1,001.3% | -25.8% |
| All | +35.2% | +1,013.9% | -978.6% | -25.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling