+1,044.2%
CDNS vs LULU
+53.6%
+990.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +0.8% |
| 7D | -1.1% | -1.6% | +0.5% | -0.7% |
| 30D | -10.4% | -18.1% | +7.7% | -5.0% |
| 3M | -24.6% | -18.8% | -5.8% | -20.1% |
| 6M | -1.6% | -39.2% | +37.6% | +14.5% |
| YTD | -7.4% | -52.4% | +44.9% | +16.9% |
| 1Y | -18.4% | -40.3% | +21.9% | -5.4% |
| 3Y | +19.0% | -75.1% | +94.1% | +76.4% |
| 5Y | +73.4% | -76.7% | +150.2% | +153.8% |
| All | +1,044.2% | +53.6% | +990.6% | +1,036.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 10y: compounded portfolio wealth divided by compounded LULU 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…
10y analysis · Full analysis span regression · 6 months rolling