+73.1%
CDNS vs LULU
-77.4%
+150.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +3.0% | +1.1% |
| 7D | -6.5% | -20.4% | +13.9% | +0.2% |
| 30D | -13.0% | -22.9% | +9.9% | -6.0% |
| 3M | -26.0% | -18.5% | -7.5% | -21.8% |
| 6M | -2.8% | -41.8% | +38.9% | +14.5% |
| YTD | -8.8% | -53.4% | +44.5% | +15.5% |
| 1Y | -15.8% | -40.9% | +25.1% | -2.4% |
| 3Y | +19.7% | -75.6% | +95.3% | +77.9% |
| All | +73.1% | -77.4% | +150.5% | +167.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling