+22.4%
CDNS vs ONTO
+51.5%
-29.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -2.3% |
| 7D | +1.0% | +17.5% | -16.5% | -3.6% |
| 30D | -2.0% | -15.7% | +13.7% | +1.6% |
| 3M | -0.2% | -39.7% | +39.5% | +12.3% |
| 6M | -8.9% | -26.5% | +17.6% | -6.5% |
| YTD | +3.3% | +29.0% | -25.7% | -13.3% |
| 1Y | +2.2% | +57.0% | -54.7% | -19.8% |
| 3Y | +22.4% | +50.0% | -27.6% | -12.1% |
| All | +22.4% | +51.5% | -29.1% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 3y: compounded portfolio wealth divided by compounded ONTO 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…
3y analysis · Full analysis span regression · 6 months rolling