+42.2%
LLY vs CDNS
+2.6%
+39.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +1.2% |
| 7D | +6.7% | +1.0% | +5.8% | +6.7% |
| 30D | +19.6% | -2.0% | +21.5% | +19.5% |
| 3M | +19.7% | -0.2% | +19.9% | +19.7% |
| 6M | +42.7% | -8.9% | +51.6% | +42.3% |
| YTD | +35.1% | +3.3% | +31.8% | +31.8% |
| 1Y | +42.2% | +2.2% | +40.0% | +38.3% |
| All | +42.2% | +2.6% | +39.6% | +38.3% |
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