+1,370.8%
AMAT vs CDNS
+1,218.1%
+152.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.7% |
| 7D | -2.5% | +2.4% | -4.9% | -3.7% |
| 30D | -26.5% | -6.0% | -20.5% | -22.3% |
| 3M | -28.6% | -0.1% | -28.5% | -28.7% |
| 6M | -14.2% | -8.6% | -5.7% | -9.1% |
| YTD | +45.5% | +6.1% | +39.4% | +33.9% |
| 1Y | +59.3% | +0.8% | +58.5% | +52.7% |
| 3Y | +153.1% | +26.8% | +126.3% | +91.4% |
| 5Y | +158.2% | +86.9% | +71.3% | +38.1% |
| 10Y | +1,370.8% | +1,235.1% | +135.7% | +101.5% |
| All | +1,370.8% | +1,218.1% | +152.7% | +101.5% |
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