+4,817.3%
CDNS vs DLTR
+10,981.5%
-6,164.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.6% | +2.7% | -1.9% |
| 7D | -9.2% | -5.8% | -3.4% | -8.2% |
| 30D | -16.3% | -5.2% | -11.0% | -15.6% |
| 3M | -27.9% | +15.2% | -43.1% | -30.2% |
| 6M | -4.3% | +7.1% | -11.4% | -6.7% |
| YTD | -9.1% | +0.8% | -9.9% | -10.5% |
| 1Y | -21.2% | +24.8% | -46.0% | -25.9% |
| 3Y | +19.4% | +6.9% | +12.5% | +12.0% |
| 5Y | +71.6% | +33.2% | +38.4% | +49.6% |
| 10Y | +1,005.1% | +51.6% | +953.5% | +800.7% |
| All | +4,817.3% | +10,981.5% | -6,164.2% | +1,714.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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