+3,922.7%
DELL vs CDNS
+1,042.5%
+2,880.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.1% | -5.5% | -5.4% |
| 7D | -1.9% | -6.5% | +4.6% | +1.7% |
| 30D | +14.9% | -13.0% | +27.9% | +23.7% |
| 3M | +37.2% | -26.0% | +63.2% | +60.6% |
| 6M | +254.0% | -2.8% | +256.8% | +257.1% |
| YTD | +306.1% | -8.8% | +315.0% | +322.0% |
| 1Y | +312.3% | -15.8% | +328.1% | +345.9% |
| 3Y | +654.0% | +19.7% | +634.3% | +573.2% |
| 5Y | +1,055.3% | +70.8% | +984.6% | +736.8% |
| All | +3,922.7% | +1,042.5% | +2,880.2% | +1,113.6% |
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 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