-41.1%
DIS vs CDNS
+76.3%
-117.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.0% | +2.3% | -0.6% |
| 7D | -2.6% | -14.0% | +11.4% | +1.4% |
| 30D | +3.5% | -13.2% | +16.7% | +7.3% |
| 3M | +6.8% | -28.9% | +35.7% | +16.6% |
| 6M | +3.0% | -4.2% | +7.2% | +2.2% |
| YTD | -6.7% | -6.4% | -0.4% | -7.3% |
| 1Y | -10.1% | -16.2% | +6.1% | -8.0% |
| 3Y | +33.0% | +20.2% | +12.9% | +13.6% |
| All | -41.1% | +76.3% | -117.4% | -59.2% |
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 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