+117.9%
ASML vs CDNS
+24.5%
+93.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.5% | -3.8% | -6.3% |
| 7D | -19.0% | -9.1% | -9.9% | -14.5% |
| 30D | -25.9% | -13.4% | -12.6% | -19.7% |
| 3M | -19.1% | -7.6% | -11.4% | -16.0% |
| 6M | -5.7% | -11.9% | +6.2% | -0.3% |
| YTD | +27.6% | -0.4% | +28.0% | +23.0% |
| 1Y | +30.8% | -4.9% | +35.7% | +30.1% |
| All | +117.9% | +24.5% | +93.4% | +78.8% |
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