+77.1%
CDNS vs TEL
+42.2%
+35.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | +1.0% | +4.5% | -3.5% | -1.9% |
| 30D | -2.0% | +2.9% | -4.9% | -3.7% |
| 3M | -0.2% | +1.1% | -1.4% | -1.1% |
| 6M | -8.9% | +5.0% | -13.9% | -12.5% |
| YTD | +3.3% | -3.9% | +7.2% | +2.3% |
| 1Y | +2.2% | -7.4% | +9.7% | +3.6% |
| 3Y | +22.4% | +81.0% | -58.6% | -29.5% |
| All | +77.1% | +42.2% | +35.0% | +31.5% |
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