+1,209.3%
CDNS vs VRTX
+481.1%
+728.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -0.9% | -1.3% |
| 7D | +2.4% | +3.2% | -0.8% | +1.4% |
| 30D | -6.0% | +7.4% | -13.4% | -8.4% |
| 3M | -0.1% | +4.6% | -4.7% | -1.9% |
| 6M | -8.6% | +27.5% | -36.0% | -16.7% |
| YTD | +6.1% | +20.9% | -14.8% | -1.9% |
| 1Y | +0.8% | +30.1% | -29.3% | -9.2% |
| 3Y | +26.8% | +46.6% | -19.8% | +5.6% |
| 5Y | +86.9% | +191.6% | -104.7% | +18.8% |
| All | +1,209.3% | +481.1% | +728.1% | +672.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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