+6,507.0%
CDNS vs HAL
+535.9%
+5,971.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.1% | -6.2% | -3.8% |
| 7D | +1.0% | +6.1% | -5.1% | -0.4% |
| 30D | -2.0% | +2.9% | -4.9% | -2.7% |
| 3M | -0.2% | +3.3% | -3.6% | -1.3% |
| 6M | -8.9% | -16.9% | +8.0% | -5.8% |
| YTD | +3.3% | +21.2% | -17.8% | -2.3% |
| 1Y | +2.2% | +27.5% | -25.3% | -4.5% |
| 3Y | +22.4% | -6.4% | +28.8% | +19.8% |
| 5Y | +78.0% | +58.0% | +20.0% | +48.8% |
| 10Y | +1,175.2% | -14.6% | +1,189.8% | +960.7% |
| All | +6,507.0% | +535.9% | +5,971.2% | +2,602.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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