+136,904.1%
AAPL vs CDNS
+6,740.2%
+130,163.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +1.3% |
| 7D | +4.1% | +1.0% | +3.2% | +3.8% |
| 30D | +4.0% | -2.0% | +5.9% | +4.3% |
| 3M | +16.8% | -0.2% | +17.0% | +15.9% |
| 6M | +19.4% | -8.9% | +28.3% | +20.5% |
| YTD | +31.5% | +3.3% | +28.2% | +26.7% |
| 1Y | +31.0% | +2.2% | +28.8% | +26.4% |
| 3Y | +95.3% | +22.4% | +72.9% | +74.2% |
| 5Y | +143.4% | +78.0% | +65.3% | +93.4% |
| 10Y | +1,330.5% | +1,175.2% | +155.3% | +574.8% |
| All | +136,904.1% | +6,740.2% | +130,163.9% | +27,485.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling