-29.9%
INTU vs CDNS
+27.9%
-57.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.7% | -6.5% | -4.7% |
| 7D | +0.1% | -2.4% | +2.6% | +0.9% |
| 30D | +15.4% | -10.2% | +25.6% | +19.1% |
| 3M | +6.6% | -5.5% | +12.0% | +7.4% |
| 6M | -11.3% | -9.9% | -1.5% | -10.1% |
| YTD | -47.7% | +2.3% | -50.1% | -50.1% |
| 1Y | -47.0% | -1.4% | -45.6% | -48.7% |
| 3Y | -29.9% | +28.1% | -58.0% | -44.5% |
| All | -29.9% | +27.9% | -57.8% | -44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling