-38.4%
INTU vs CDNS
+76.3%
-114.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.0% | +0.6% | -1.2% |
| 7D | -7.1% | -14.0% | +6.9% | +0.9% |
| 30D | +1.5% | -13.2% | +14.6% | +9.1% |
| 3M | +10.7% | -28.9% | +39.6% | +31.9% |
| 6M | -23.8% | -4.2% | -19.7% | -24.9% |
| YTD | -49.3% | -6.4% | -42.9% | -49.4% |
| 1Y | -49.7% | -16.2% | -33.4% | -46.8% |
| 3Y | -38.0% | +20.2% | -58.2% | -53.4% |
| All | -38.4% | +76.3% | -114.8% | -66.9% |
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