+4,683.6%
CVX vs CDNS
+6,098.4%
-1,414.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -0.8% |
| 7D | +3.3% | -14.0% | +17.3% | +5.2% |
| 30D | +12.9% | -13.2% | +26.0% | +14.7% |
| 3M | +11.7% | -28.9% | +40.6% | +16.1% |
| 6M | +14.1% | -4.2% | +18.3% | +13.8% |
| YTD | +40.7% | -6.4% | +47.0% | +40.2% |
| 1Y | +37.5% | -16.2% | +53.7% | +38.7% |
| 3Y | +43.9% | +20.2% | +23.8% | +36.4% |
| 5Y | +161.5% | +76.6% | +84.8% | +132.6% |
| 10Y | +215.1% | +1,029.7% | -814.6% | +121.7% |
| All | +4,683.6% | +6,098.4% | -1,414.7% | +2,385.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling