+6,507.0%
CDNS vs TECH
+101,682.4%
-95,175.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | +1.0% | +0.1% | +0.8% | +0.9% |
| 30D | -2.0% | +0.5% | -2.5% | -2.1% |
| 3M | -0.2% | +1.1% | -1.3% | -0.5% |
| 6M | -8.9% | +62.8% | -71.7% | -20.0% |
| YTD | +3.3% | +24.5% | -21.1% | -4.0% |
| 1Y | +2.2% | +20.6% | -18.4% | -4.4% |
| 3Y | +22.4% | +29.5% | -7.1% | +9.7% |
| 5Y | +78.0% | -40.9% | +118.9% | +91.7% |
| 10Y | +1,175.2% | +189.5% | +985.7% | +868.5% |
| All | +6,507.0% | +101,682.4% | -95,175.3% | +2,453.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 all: compounded portfolio wealth divided by compounded TECH 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…
all analysis · Full analysis span regression · 6 months rolling