+1,235.1%
CDNS vs FDX
+155.6%
+1,079.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | +2.4% | +0.5% | +2.0% | +2.3% |
| 30D | -6.0% | +9.5% | -15.5% | -8.9% |
| 3M | -0.1% | -1.3% | +1.3% | +0.1% |
| 6M | -8.6% | +5.5% | -14.1% | -10.8% |
| YTD | +6.1% | +38.9% | -32.8% | -7.0% |
| 1Y | +0.8% | +58.8% | -58.0% | -15.9% |
| 3Y | +26.8% | +71.1% | -44.3% | -0.9% |
| 5Y | +86.9% | +76.3% | +10.6% | +39.9% |
| 10Y | +1,235.1% | +153.4% | +1,081.7% | +695.2% |
| All | +1,235.1% | +155.6% | +1,079.5% | +695.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 10y: compounded portfolio wealth divided by compounded FDX 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…
10y analysis · Full analysis span regression · 6 months rolling