-10.3%
DIS vs CDNS
-19.7%
+9.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | +0.1% |
| 7D | -1.1% | -9.2% | +8.1% | 0.0% |
| 30D | +0.1% | -16.3% | +16.4% | +2.2% |
| 3M | +7.1% | -27.9% | +35.0% | +11.2% |
| 6M | +4.3% | -4.3% | +8.6% | +2.8% |
| YTD | -6.9% | -9.1% | +2.2% | -8.8% |
| 1Y | -10.3% | -21.2% | +10.9% | -11.3% |
| All | -10.3% | -19.7% | +9.4% | -11.3% |
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