+70.6%
CDNS vs TEL
+50.4%
+20.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.3% | +0.3% |
| 7D | -7.2% | +1.2% | -8.4% | -8.0% |
| 30D | -14.3% | -4.1% | -10.1% | -12.2% |
| 3M | -27.2% | -2.6% | -24.6% | -26.6% |
| 6M | -4.5% | 0.0% | -4.5% | -7.5% |
| YTD | -9.0% | -9.1% | +0.1% | -6.7% |
| 1Y | -21.3% | -0.8% | -20.5% | -25.2% |
| 3Y | +19.6% | +67.4% | -47.8% | -26.9% |
| All | +70.6% | +50.4% | +20.1% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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