+109.8%
AAPL vs CDNS
+71.8%
+38.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -3.0% | -7.2% | +4.2% | -0.6% |
| 30D | +2.3% | -14.3% | +16.6% | +7.2% |
| 3M | +8.6% | -27.2% | +35.8% | +19.7% |
| 6M | +21.6% | -4.5% | +26.1% | +20.1% |
| YTD | +16.3% | -9.0% | +25.3% | +15.9% |
| 1Y | +35.1% | -21.3% | +56.4% | +41.9% |
| 3Y | +79.4% | +19.6% | +59.8% | +46.9% |
| 5Y | +109.8% | +71.5% | +38.3% | +34.8% |
| All | +109.8% | +71.8% | +38.1% | +34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling