+1,026.6%
CDNS vs DAL
+141.2%
+885.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.8% | -4.4% |
| 7D | -14.0% | +0.1% | -14.1% | -14.1% |
| 30D | -13.2% | -13.9% | +0.8% | -10.0% |
| 3M | -28.9% | +1.1% | -30.0% | -29.3% |
| 6M | -4.2% | +26.2% | -30.4% | -10.1% |
| YTD | -6.4% | +16.4% | -22.8% | -10.7% |
| 1Y | -16.2% | +33.9% | -50.1% | -23.0% |
| 3Y | +20.2% | +93.4% | -73.2% | -2.2% |
| 5Y | +76.6% | +106.4% | -29.7% | +38.6% |
| All | +1,026.6% | +141.2% | +885.5% | +697.8% |
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