-2.8%
BSX vs CDNS
+72.4%
-75.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.8% | -0.6% |
| 7D | -10.1% | -1.1% | -8.9% | -9.9% |
| 30D | -16.4% | -10.4% | -6.0% | -14.8% |
| 3M | -8.9% | -24.6% | +15.7% | -4.2% |
| 6M | -38.3% | -1.6% | -36.6% | -39.0% |
| YTD | -54.9% | -7.4% | -47.5% | -55.1% |
| 1Y | -58.8% | -18.4% | -40.4% | -57.8% |
| 3Y | -21.2% | +19.0% | -40.2% | -29.6% |
| All | -2.8% | +72.4% | -75.2% | -26.0% |
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 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