+279.1%
KLAC vs CDNS
+19.2%
+259.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.3% |
| 7D | +6.2% | -7.2% | +13.4% | +11.1% |
| 30D | -5.0% | -14.3% | +9.3% | +4.2% |
| 3M | -14.4% | -27.2% | +12.8% | +4.5% |
| 6M | +28.3% | -4.5% | +32.8% | +29.3% |
| YTD | +51.1% | -9.0% | +60.0% | +55.8% |
| 1Y | +100.4% | -21.3% | +121.7% | +128.8% |
| All | +279.1% | +19.2% | +259.9% | +204.0% |
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