+75.8%
CDNS vs OSCR
+96.8%
-21.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | -1.1% | +1.6% | -2.8% | -1.3% |
| 30D | -10.4% | +10.7% | -21.1% | -11.7% |
| 3M | -24.6% | +13.4% | -37.9% | -26.1% |
| 6M | -1.6% | +144.6% | -146.2% | -12.6% |
| YTD | -7.4% | +128.0% | -135.5% | -17.4% |
| 1Y | -18.4% | +68.7% | -87.1% | -25.4% |
| 3Y | +19.0% | +398.8% | -379.8% | -10.9% |
| All | +75.8% | +96.8% | -21.0% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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