+1,044.2%
CDNS vs JBL
+1,558.3%
-514.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.0% | -3.5% | -0.6% |
| 7D | -1.1% | +2.4% | -3.6% | -2.2% |
| 30D | -10.4% | -13.1% | +2.7% | -5.1% |
| 3M | -24.6% | -15.6% | -9.0% | -19.9% |
| 6M | -1.6% | +24.6% | -26.2% | -13.2% |
| YTD | -7.4% | +39.6% | -47.0% | -22.8% |
| 1Y | -18.4% | +48.6% | -67.0% | -34.5% |
| 3Y | +19.0% | +197.3% | -178.3% | -34.3% |
| 5Y | +73.4% | +413.0% | -339.6% | -27.6% |
| All | +1,044.2% | +1,558.3% | -514.1% | +197.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded JBL 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling