+164.9%
ASML vs CDNS
+20.2%
+144.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.0% | +8.2% | +6.4% |
| 7D | +1.1% | -14.0% | +15.1% | +9.7% |
| 30D | +2.2% | -13.2% | +15.3% | +10.0% |
| 3M | -2.3% | -28.9% | +26.6% | +17.7% |
| 6M | +23.0% | -4.2% | +27.1% | +22.7% |
| YTD | +61.1% | -6.4% | +67.4% | +61.0% |
| 1Y | +129.1% | -16.2% | +145.3% | +145.3% |
| All | +164.9% | +20.2% | +144.7% | +112.7% |
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 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