+181.0%
ABBV vs CDNS
+71.8%
+109.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -4.1% | -7.2% | +3.1% | -3.9% |
| 30D | +1.2% | -14.3% | +15.4% | +1.7% |
| 3M | +12.1% | -27.2% | +39.3% | +13.3% |
| 6M | +12.0% | -4.5% | +16.5% | +11.4% |
| YTD | +12.4% | -9.0% | +21.4% | +12.0% |
| 1Y | +22.9% | -21.3% | +44.3% | +23.4% |
| 3Y | +86.8% | +19.6% | +67.2% | +80.7% |
| 5Y | +181.0% | +71.5% | +109.5% | +159.4% |
| All | +181.0% | +71.8% | +109.3% | +159.4% |
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 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