+83.7%
CDNS vs DAL
+106.7%
-23.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.2% | +6.5% | +2.9% |
| 7D | +7.0% | +1.4% | +5.6% | +6.5% |
| 30D | -0.3% | +9.1% | -9.3% | -3.1% |
| 3M | +3.2% | -3.5% | +6.6% | +4.0% |
| 6M | -6.9% | +23.4% | -30.3% | -13.5% |
| YTD | +6.6% | +26.0% | -19.4% | -2.5% |
| 1Y | +5.6% | +44.6% | -39.0% | -7.8% |
| 3Y | +27.4% | +162.7% | -135.3% | -15.4% |
| 5Y | +83.7% | +113.0% | -29.3% | +28.0% |
| All | +83.7% | +106.7% | -23.0% | +28.0% |
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