+8.3%
DIS vs CDNS
-0.2%
+8.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +4.0% |
| 7D | +9.1% | -3.8% | +12.9% | +9.4% |
| 30D | +14.8% | -6.8% | +21.6% | +15.6% |
| 3M | +21.2% | -3.3% | +24.4% | +21.3% |
| 6M | +18.3% | -5.7% | +24.0% | +17.9% |
| YTD | +5.4% | +5.4% | -0.1% | +0.1% |
| 1Y | +8.3% | -1.1% | +9.4% | +2.2% |
| All | +8.3% | -0.2% | +8.4% | +2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling