+1,026.7%
CDNS vs SONY
+286.8%
+739.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -6.5% | -5.8% | -0.8% | -3.8% |
| 30D | -13.0% | -0.4% | -12.6% | -13.0% |
| 3M | -26.0% | +13.3% | -39.3% | -31.0% |
| 6M | -2.8% | +8.5% | -11.3% | -7.7% |
| YTD | -8.8% | -8.1% | -0.7% | -6.1% |
| 1Y | -15.8% | -17.9% | +2.1% | -8.7% |
| 3Y | +19.7% | +41.4% | -21.7% | -5.4% |
| 5Y | +70.8% | +9.3% | +61.5% | +53.0% |
| All | +1,026.7% | +286.8% | +739.9% | +447.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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