+377.3%
CSCO vs CDNS
+1,013.9%
-636.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | 0.0% | -7.2% | +7.2% | +2.4% |
| 30D | -10.7% | -14.3% | +3.5% | -6.3% |
| 3M | -8.7% | -27.2% | +18.5% | +0.9% |
| 6M | +44.9% | -4.5% | +49.4% | +45.0% |
| YTD | +44.1% | -9.0% | +53.1% | +45.8% |
| 1Y | +65.9% | -21.3% | +87.2% | +75.6% |
| 3Y | +109.0% | +19.6% | +89.4% | +81.2% |
| 5Y | +114.8% | +71.5% | +43.2% | +54.4% |
| 10Y | +377.3% | +1,036.6% | -659.2% | +47.2% |
| All | +377.3% | +1,013.9% | -636.6% | +47.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling