+1,321.9%
CDNS vs DAL
+368.9%
+952.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.6% | +2.2% |
| 7D | -2.4% | +8.8% | -11.2% | -4.4% |
| 30D | -10.2% | +5.4% | -15.6% | -11.4% |
| 3M | -5.5% | -4.9% | -0.5% | -4.4% |
| 6M | -9.9% | +19.8% | -29.7% | -14.2% |
| YTD | +2.3% | +27.0% | -24.6% | -4.6% |
| 1Y | -1.4% | +52.5% | -53.8% | -12.2% |
| 3Y | +28.1% | +173.8% | -145.8% | -4.1% |
| 5Y | +79.7% | +104.5% | -24.8% | +41.3% |
| 10Y | +1,183.3% | +129.7% | +1,053.5% | +792.0% |
| All | +1,321.9% | +368.9% | +952.9% | +467.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling