+2,006.3%
LLY vs CDNS
+1,242.4%
+764.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.2% | -0.9% | +3.2% |
| 7D | +0.1% | +2.1% | -2.1% | -0.4% |
| 30D | +19.7% | -4.6% | +24.4% | +20.6% |
| 3M | +19.3% | -0.8% | +20.1% | +18.7% |
| 6M | +49.3% | -7.2% | +56.6% | +49.8% |
| YTD | +32.0% | +7.7% | +24.4% | +26.8% |
| 1Y | +53.7% | +3.5% | +50.2% | +48.7% |
| 3Y | +143.7% | +31.2% | +112.5% | +115.5% |
| 5Y | +463.9% | +84.5% | +379.4% | +344.0% |
| 10Y | +2,006.3% | +1,242.9% | +763.5% | +902.9% |
| All | +2,006.3% | +1,242.4% | +764.0% | +902.9% |
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 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