+6,683.5%
CDNS vs HAL
+499.7%
+6,183.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.4% |
| 7D | +2.4% | -6.5% | +8.9% | +3.9% |
| 30D | -6.0% | -2.1% | -3.9% | -5.6% |
| 3M | -0.1% | -4.9% | +4.8% | +0.7% |
| 6M | -8.6% | -19.3% | +10.7% | -4.8% |
| YTD | +6.1% | +14.3% | -8.2% | +1.7% |
| 1Y | +0.8% | +17.3% | -16.5% | -4.0% |
| 3Y | +26.8% | -10.9% | +37.7% | +25.6% |
| 5Y | +86.9% | +47.4% | +39.5% | +58.6% |
| 10Y | +1,235.1% | -20.8% | +1,255.9% | +1,029.5% |
| All | +6,683.5% | +499.7% | +6,183.8% | +2,711.6% |
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