+3,763.3%
MRK vs CDNS
+5,916.4%
-2,153.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.9% |
| 7D | -0.9% | -9.2% | +8.3% | +0.1% |
| 30D | +15.5% | -16.3% | +31.7% | +17.7% |
| 3M | +25.1% | -27.9% | +53.0% | +29.5% |
| 6M | +30.1% | -4.3% | +34.4% | +29.8% |
| YTD | +43.1% | -9.1% | +52.2% | +43.2% |
| 1Y | +82.5% | -21.2% | +103.7% | +85.4% |
| 3Y | +49.3% | +19.4% | +29.9% | +42.1% |
| 5Y | +130.3% | +71.6% | +58.6% | +106.6% |
| 10Y | +234.3% | +1,005.1% | -770.7% | +137.2% |
| All | +3,763.3% | +5,916.4% | -2,153.1% | +1,654.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling