-1.1%
CDNS vs OKTA
+114.8%
-115.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.6% |
| 7D | -3.8% | -14.2% | +10.4% | -0.7% |
| 30D | -6.8% | -12.5% | +5.7% | -4.4% |
| 3M | -3.3% | +29.2% | -32.5% | -9.6% |
| 6M | -5.7% | +147.3% | -153.1% | -28.9% |
| YTD | +5.4% | +120.9% | -115.5% | -15.7% |
| 1Y | -1.1% | +119.7% | -120.8% | -20.8% |
| All | -1.1% | +114.8% | -115.9% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 1y: compounded portfolio wealth divided by compounded OKTA 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…
1y analysis · Full analysis span regression · 6 months rolling