+236.7%
INTU vs CDNS
+1,098.6%
-861.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +2.2% |
| 7D | +0.1% | +1.0% | -0.9% | -0.7% |
| 30D | +10.1% | -2.0% | +12.0% | +9.8% |
| 3M | -4.2% | -0.2% | -4.0% | -6.7% |
| 6M | -7.2% | -8.9% | +1.7% | -6.8% |
| YTD | -47.7% | +3.3% | -51.0% | -51.8% |
| 1Y | -46.7% | +2.2% | -48.9% | -50.6% |
| 3Y | -34.1% | +22.4% | -56.4% | -50.3% |
| 5Y | -43.3% | +78.0% | -121.3% | -67.8% |
| All | +236.7% | +1,098.6% | -861.8% | -30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling