+28.1%
CDNS vs DAL
+168.1%
-140.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.6% | +2.1% |
| 7D | -2.4% | +8.8% | -11.2% | -4.7% |
| 30D | -10.2% | +5.4% | -15.6% | -11.5% |
| 3M | -5.5% | -4.9% | -0.5% | -4.3% |
| 6M | -9.9% | +19.8% | -29.7% | -14.8% |
| YTD | +2.3% | +27.0% | -24.6% | -5.5% |
| 1Y | -1.4% | +52.5% | -53.8% | -13.7% |
| 3Y | +28.1% | +173.8% | -145.8% | -9.9% |
| All | +28.1% | +168.1% | -140.0% | -9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling