+2,761.7%
AVGO vs CDNS
+1,042.5%
+1,719.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | +1.0% | -6.5% | +7.6% | +5.4% |
| 30D | -13.3% | -13.0% | -0.3% | -5.7% |
| 3M | -2.9% | -26.0% | +23.1% | +16.8% |
| 6M | +5.7% | -2.8% | +8.6% | +4.6% |
| YTD | +4.6% | -8.8% | +13.5% | +6.4% |
| 1Y | -1.6% | -15.8% | +14.2% | +5.1% |
| 3Y | +336.2% | +19.7% | +316.5% | +263.9% |
| 5Y | +695.6% | +70.8% | +624.9% | +407.7% |
| All | +2,761.7% | +1,042.5% | +1,719.2% | +574.2% |
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