+1,199.9%
CDNS vs DAL
+124.5%
+1,075.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.5% |
| 7D | -0.1% | +2.3% | -2.4% | -0.6% |
| 30D | -5.5% | +14.3% | -19.8% | -8.6% |
| 3M | +0.5% | +1.3% | -0.8% | +0.1% |
| 6M | -9.6% | +29.3% | -38.9% | -15.4% |
| YTD | +5.3% | +33.0% | -27.7% | -2.8% |
| 1Y | +3.4% | +59.8% | -56.5% | -8.8% |
| 3Y | +25.9% | +177.2% | -151.3% | -5.7% |
| 5Y | +85.8% | +118.4% | -32.6% | +43.6% |
| 10Y | +1,199.9% | +121.4% | +1,078.5% | +894.3% |
| All | +1,199.9% | +124.5% | +1,075.4% | +894.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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