+172.2%
CVX vs CDNS
+71.8%
+100.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | +1.0% | -7.2% | +8.2% | +1.5% |
| 30D | +10.7% | -14.3% | +24.9% | +11.8% |
| 3M | +15.5% | -27.2% | +42.7% | +18.1% |
| 6M | +14.9% | -4.5% | +19.4% | +14.2% |
| YTD | +44.2% | -9.0% | +53.2% | +43.7% |
| 1Y | +43.5% | -21.3% | +64.8% | +45.2% |
| 3Y | +45.0% | +19.6% | +25.4% | +35.8% |
| 5Y | +172.2% | +71.5% | +100.6% | +141.0% |
| All | +172.2% | +71.8% | +100.4% | +141.0% |
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