+51.2%
JNJ vs CDNS
-0.2%
+51.4%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.8% | +2.0% | +4.0% |
| 7D | +1.9% | -3.8% | +5.7% | +1.6% |
| 30D | +9.2% | -6.8% | +16.0% | +8.7% |
| 3M | +8.9% | -3.3% | +12.2% | +8.8% |
| 6M | +24.6% | -5.7% | +30.3% | +23.9% |
| YTD | +35.7% | +5.4% | +30.2% | +35.4% |
| 1Y | +51.2% | -1.1% | +52.3% | +50.1% |
| All | +51.2% | -0.2% | +51.4% | +50.1% |
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