+70.8%
CDNS vs HON
+1.7%
+69.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.9% |
| 7D | -6.5% | -2.6% | -3.9% | -5.2% |
| 30D | -13.0% | -11.9% | -1.1% | -6.8% |
| 3M | -26.0% | -6.1% | -19.9% | -24.3% |
| 6M | -2.8% | -19.2% | +16.4% | +8.2% |
| YTD | -8.8% | +0.2% | -9.0% | -12.2% |
| 1Y | -15.8% | -1.5% | -14.3% | -18.4% |
| 3Y | +19.7% | +17.9% | +1.8% | -1.6% |
| 5Y | +70.8% | +1.9% | +68.8% | +50.8% |
| All | +70.8% | +1.7% | +69.1% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 5y: compounded portfolio wealth divided by compounded HON 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…
5y analysis · Full analysis span regression · 6 months rolling