+71.5%
CDNS vs VRSN
+30.8%
+40.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.6% |
| 7D | -7.2% | -1.0% | -6.2% | -6.7% |
| 30D | -14.3% | -1.9% | -12.4% | -13.5% |
| 3M | -27.2% | +1.4% | -28.6% | -28.4% |
| 6M | -4.5% | +19.0% | -23.6% | -14.6% |
| YTD | -9.0% | +19.2% | -28.2% | -19.1% |
| 1Y | -21.3% | +1.7% | -23.0% | -23.5% |
| 3Y | +19.6% | +41.4% | -21.9% | -11.0% |
| 5Y | +71.5% | +31.7% | +39.9% | +40.6% |
| All | +71.5% | +30.8% | +40.8% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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