+1,582.8%
ASML vs CDNS
+1,225.5%
+357.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.3% |
| 7D | +2.5% | -0.1% | +2.6% | +2.9% |
| 30D | -12.2% | -5.5% | -6.7% | -8.6% |
| 3M | -14.6% | +0.5% | -15.1% | -15.8% |
| 6M | -1.7% | -9.6% | +7.8% | +2.8% |
| YTD | +44.3% | +5.3% | +39.0% | +31.9% |
| 1Y | +51.0% | +3.4% | +47.6% | +39.9% |
| 3Y | +137.6% | +25.9% | +111.7% | +80.9% |
| 5Y | +92.7% | +85.8% | +7.0% | +8.1% |
| 10Y | +1,582.8% | +1,199.9% | +382.9% | +214.7% |
| All | +1,582.8% | +1,225.5% | +357.3% | +214.7% |
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