+77.4%
CDNS vs DAL
+106.7%
-29.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.8% | -4.5% |
| 7D | -14.0% | +0.1% | -14.1% | -14.1% |
| 30D | -13.2% | -13.9% | +0.8% | -9.2% |
| 3M | -28.9% | +1.1% | -30.0% | -29.4% |
| 6M | -4.2% | +26.2% | -30.4% | -11.6% |
| YTD | -6.4% | +16.4% | -22.8% | -11.9% |
| 1Y | -16.2% | +33.9% | -50.1% | -24.9% |
| 3Y | +20.2% | +93.4% | -73.2% | -9.7% |
| All | +77.4% | +106.7% | -29.3% | +22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling