+720.4%
AVGO vs CDNS
+71.5%
+648.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.9% | +5.9% | +4.8% |
| 7D | -0.3% | -9.2% | +8.9% | +5.8% |
| 30D | -13.8% | -16.3% | +2.4% | -4.1% |
| 3M | -6.9% | -27.9% | +21.0% | +13.5% |
| 6M | +11.9% | -4.3% | +16.3% | +11.7% |
| YTD | +6.9% | -9.1% | +16.0% | +8.8% |
| 1Y | +7.4% | -21.2% | +28.6% | +19.5% |
| 3Y | +345.6% | +19.4% | +326.2% | +270.5% |
| All | +720.4% | +71.5% | +648.9% | +440.3% |
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