+30,513.3%
AVGO vs CDNS
+5,566.8%
+24,946.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.1% | -1.7% | -2.8% |
| 7D | +18.2% | +1.0% | +17.2% | +17.6% |
| 30D | +0.2% | -2.0% | +2.2% | +1.7% |
| 3M | -16.8% | -0.2% | -16.6% | -17.4% |
| 6M | -16.5% | -8.9% | -7.6% | -13.2% |
| YTD | +0.8% | +3.3% | -2.5% | -5.4% |
| 1Y | +2.8% | +2.2% | +0.6% | -2.6% |
| 3Y | +278.5% | +22.4% | +256.2% | +216.3% |
| 5Y | +573.1% | +78.0% | +495.0% | +333.8% |
| 10Y | +2,598.7% | +1,175.2% | +1,423.4% | +432.2% |
| All | +30,513.3% | +5,566.8% | +24,946.4% | +2,605.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling