+108.5%
CSCO vs CDNS
+17.7%
+90.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.6% |
| 7D | -0.5% | -9.2% | +8.7% | +1.7% |
| 30D | -10.1% | -16.3% | +6.2% | -6.5% |
| 3M | -11.7% | -27.9% | +16.2% | -5.2% |
| 6M | +40.1% | -4.3% | +44.4% | +40.5% |
| YTD | +43.8% | -9.1% | +52.9% | +45.5% |
| 1Y | +66.6% | -21.2% | +87.8% | +73.7% |
| 3Y | +108.5% | +19.4% | +89.1% | +86.7% |
| All | +108.5% | +17.7% | +90.8% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CDNS 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling