+108.6%
ASML vs CDNS
+76.3%
+32.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.0% | +8.2% | +6.9% |
| 7D | +1.1% | -14.0% | +15.1% | +11.4% |
| 30D | +2.2% | -13.2% | +15.3% | +11.6% |
| 3M | -2.3% | -28.9% | +26.6% | +21.6% |
| 6M | +23.0% | -4.2% | +27.1% | +22.2% |
| YTD | +61.1% | -6.4% | +67.4% | +60.1% |
| 1Y | +129.1% | -16.2% | +145.3% | +146.1% |
| 3Y | +165.4% | +20.2% | +145.2% | +101.8% |
| All | +108.6% | +76.3% | +32.2% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling