+5,887.0%
CDNS vs HSY
+4,402.6%
+1,484.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -3.7% |
| 7D | -14.0% | -3.3% | -10.7% | -13.3% |
| 30D | -13.2% | -2.8% | -10.3% | -12.6% |
| 3M | -28.9% | -4.5% | -24.4% | -28.4% |
| 6M | -4.2% | -24.2% | +20.0% | +2.2% |
| YTD | -6.4% | -2.7% | -3.6% | -6.9% |
| 1Y | -16.2% | -3.7% | -12.5% | -16.8% |
| 3Y | +20.2% | -11.5% | +31.6% | +19.6% |
| 5Y | +76.6% | +10.3% | +66.3% | +63.7% |
| 10Y | +1,029.7% | +122.1% | +907.6% | +758.8% |
| All | +5,887.0% | +4,402.6% | +1,484.4% | +1,734.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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