+42.2%
CVX vs CDNS
+17.7%
+24.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +0.6% |
| 7D | -0.6% | -9.2% | +8.6% | -0.4% |
| 30D | +13.4% | -16.3% | +29.7% | +13.9% |
| 3M | +11.8% | -27.9% | +39.8% | +12.9% |
| 6M | +12.4% | -4.3% | +16.8% | +11.6% |
| YTD | +41.5% | -9.1% | +50.6% | +40.8% |
| 1Y | +41.6% | -21.2% | +62.8% | +42.4% |
| 3Y | +42.2% | +19.4% | +22.9% | +39.8% |
| All | +42.2% | +17.7% | +24.6% | +39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling