+25.0%
HL vs CDNS
-0.2%
+25.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +1.8% | +11.4% | +12.4% |
| 7D | +0.2% | -3.8% | +4.0% | +2.0% |
| 30D | -12.1% | -6.8% | -5.3% | -9.4% |
| 3M | -2.8% | -3.3% | +0.4% | -1.3% |
| 6M | -14.9% | -5.7% | -9.2% | -11.5% |
| YTD | -22.0% | +5.4% | -27.5% | -21.5% |
| 1Y | +25.0% | -1.1% | +26.1% | +28.8% |
| All | +25.0% | -0.2% | +25.2% | +28.8% |
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