+228.7%
HL vs CDNS
+72.4%
+156.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.7% | -1.8% |
| 7D | -4.4% | -1.1% | -3.2% | -3.9% |
| 30D | +9.3% | -10.4% | +19.8% | +14.0% |
| 3M | +32.0% | -24.6% | +56.6% | +46.9% |
| 6M | -6.4% | -1.6% | -4.8% | -6.2% |
| YTD | +3.1% | -7.4% | +10.6% | +5.6% |
| 1Y | +77.6% | -18.4% | +96.0% | +89.8% |
| 3Y | +392.8% | +19.0% | +373.9% | +325.8% |
| All | +228.7% | +72.4% | +156.2% | +119.7% |
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