+1,254.4%
AAPL vs CDNS
+1,042.5%
+211.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.4% | +3.5% |
| 7D | -0.5% | -6.5% | +6.0% | +2.5% |
| 30D | +7.1% | -13.0% | +20.1% | +13.2% |
| 3M | +12.1% | -26.0% | +38.1% | +26.6% |
| 6M | +25.4% | -2.8% | +28.3% | +22.8% |
| YTD | +20.5% | -8.8% | +29.3% | +19.9% |
| 1Y | +44.5% | -15.8% | +60.4% | +48.5% |
| 3Y | +85.8% | +19.7% | +66.0% | +47.9% |
| 5Y | +124.8% | +70.8% | +54.0% | +40.1% |
| All | +1,254.4% | +1,042.5% | +211.8% | +265.5% |
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