+96.9%
CSCO vs CDNS
+87.5%
+9.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.2% | -0.1% | +3.8% |
| 7D | -2.9% | +2.1% | -5.0% | -3.4% |
| 30D | -16.7% | -4.6% | -12.1% | -15.7% |
| 3M | -18.4% | -0.8% | -17.6% | -18.5% |
| 6M | +2.9% | -7.2% | +10.1% | +4.2% |
| YTD | +30.4% | +7.7% | +22.8% | +26.3% |
| 1Y | +41.4% | +3.5% | +37.8% | +38.2% |
| 3Y | +104.7% | +31.2% | +73.4% | +80.8% |
| 5Y | +96.9% | +84.5% | +12.4% | +55.7% |
| All | +96.9% | +87.5% | +9.5% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling