+70.8%
CDNS vs HPQ
+39.2%
+31.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | -6.5% | +3.5% | -10.0% | -7.8% |
| 30D | -13.0% | +13.7% | -26.7% | -17.7% |
| 3M | -26.0% | +33.9% | -59.9% | -34.9% |
| 6M | -2.8% | +80.9% | -83.8% | -25.5% |
| YTD | -8.8% | +52.6% | -61.4% | -25.1% |
| 1Y | -15.8% | +21.2% | -37.1% | -24.2% |
| 3Y | +19.7% | +26.9% | -7.2% | +1.1% |
| 5Y | +70.8% | +41.1% | +29.6% | +42.6% |
| All | +70.8% | +39.2% | +31.6% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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