+6,683.5%
CDNS vs VLO
+33,946.6%
-27,263.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.0% |
| 7D | +2.4% | -9.5% | +12.0% | +5.1% |
| 30D | -6.0% | -19.1% | +13.1% | -1.3% |
| 3M | -0.1% | +11.4% | -11.4% | -3.8% |
| 6M | -8.6% | +46.7% | -55.3% | -18.7% |
| YTD | +6.1% | +118.6% | -112.5% | -16.1% |
| 1Y | +0.8% | +99.9% | -99.1% | -18.5% |
| 3Y | +26.8% | +210.5% | -183.7% | -10.9% |
| 5Y | +86.9% | +432.7% | -345.8% | +8.7% |
| 10Y | +1,235.1% | +717.1% | +518.0% | +510.6% |
| All | +6,683.5% | +33,946.6% | -27,263.0% | +800.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling