+1,199.9%
CDNS vs VLO
+749.3%
+450.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -1.3% |
| 7D | -0.1% | -0.4% | +0.4% | 0.0% |
| 30D | -5.5% | -16.6% | +11.1% | -2.9% |
| 3M | +0.5% | +12.3% | -11.8% | -2.3% |
| 6M | -9.6% | +47.8% | -57.4% | -16.8% |
| YTD | +5.3% | +126.7% | -121.4% | -11.4% |
| 1Y | +3.4% | +105.4% | -102.0% | -11.4% |
| 3Y | +25.9% | +222.0% | -196.1% | -2.7% |
| 5Y | +85.8% | +449.8% | -364.1% | +25.9% |
| 10Y | +1,199.9% | +754.3% | +445.6% | +627.5% |
| All | +1,199.9% | +749.3% | +450.6% | +627.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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