+153.3%
AMAT vs CDNS
+23.9%
+129.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.3% | -0.7% |
| 7D | +11.4% | +1.0% | +10.4% | +10.8% |
| 30D | -17.0% | -2.0% | -15.1% | -15.5% |
| 3M | -30.6% | -0.2% | -30.4% | -30.5% |
| 6M | -14.9% | -8.9% | -6.0% | -9.9% |
| YTD | +44.7% | +3.3% | +41.3% | +38.9% |
| 1Y | +66.9% | +2.2% | +64.7% | +61.4% |
| 3Y | +153.3% | +22.4% | +130.9% | +104.4% |
| All | +153.3% | +23.9% | +129.3% | +104.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling