+3,046.5%
CDNS price history and return analytics
+355.4%
+2,691.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | +2.4% | -0.1% | +2.6% | +2.7% |
| 30D | -6.0% | -3.1% | -2.9% | -2.3% |
| 3M | -0.1% | -3.5% | +3.4% | +4.5% |
| 6M | -8.6% | +0.5% | -9.0% | -8.5% |
| YTD | +6.1% | +10.8% | -4.7% | -4.8% |
| 1Y | +0.8% | +11.9% | -11.1% | -10.6% |
| 3Y | +26.8% | +73.0% | -46.2% | -29.4% |
| 5Y | +86.9% | +58.6% | +28.2% | +17.2% |
| 10Y | +1,235.1% | +219.2% | +1,015.9% | +308.2% |
| All | +3,046.5% | +355.4% | +2,691.0% | +598.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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