+1,026.7%
CDNS vs OXY
+7.0%
+1,019.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -6.5% | +1.4% | -7.9% | -6.7% |
| 30D | -13.0% | +4.0% | -17.0% | -13.5% |
| 3M | -26.0% | +7.6% | -33.6% | -26.9% |
| 6M | -2.8% | +16.2% | -19.0% | -5.3% |
| YTD | -8.8% | +50.8% | -59.7% | -14.3% |
| 1Y | -15.8% | +34.7% | -50.5% | -19.8% |
| 3Y | +19.7% | -1.0% | +20.7% | +17.3% |
| 5Y | +70.8% | +163.2% | -92.4% | +47.0% |
| All | +1,026.7% | +7.0% | +1,019.8% | +1,007.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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