+116.1%
PG vs CDNS
+1,060.3%
-944.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | +0.1% | +1.4% |
| 7D | -0.8% | -1.1% | +0.3% | -0.7% |
| 30D | +0.8% | -10.4% | +11.3% | +1.9% |
| 3M | -1.3% | -24.6% | +23.3% | +1.4% |
| 6M | -3.8% | -1.6% | -2.2% | -4.6% |
| YTD | +3.6% | -7.4% | +11.0% | +3.2% |
| 1Y | -5.7% | -18.4% | +12.7% | -4.8% |
| 3Y | +1.6% | +19.0% | -17.4% | -6.0% |
| 5Y | +14.6% | +73.4% | -58.8% | -4.1% |
| All | +116.1% | +1,060.3% | -944.1% | +19.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling