+122,851.5%
AAPL vs CDNS
+6,098.4%
+116,753.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.0% | +1.5% | -1.4% |
| 7D | +0.1% | -14.0% | +14.1% | +4.2% |
| 30D | +3.0% | -13.2% | +16.1% | +6.8% |
| 3M | +2.9% | -28.9% | +31.8% | +12.3% |
| 6M | +22.1% | -4.2% | +26.3% | +21.6% |
| YTD | +18.0% | -6.4% | +24.4% | +17.5% |
| 1Y | +33.9% | -16.2% | +50.1% | +37.0% |
| 3Y | +71.2% | +20.2% | +51.0% | +54.1% |
| 5Y | +112.6% | +76.6% | +36.0% | +70.0% |
| 10Y | +1,198.8% | +1,029.7% | +169.1% | +536.3% |
| All | +122,851.5% | +6,098.4% | +116,753.1% | +25,476.4% |
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