+27.2%
NFLX vs CDNS
+71.8%
-44.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -8.1% | -7.2% | -0.9% | -5.1% |
| 30D | -0.3% | -14.3% | +13.9% | +6.0% |
| 3M | -6.6% | -27.2% | +20.6% | +6.2% |
| 6M | -22.7% | -4.5% | -18.2% | -23.8% |
| YTD | -18.9% | -9.0% | -10.0% | -18.9% |
| 1Y | -39.8% | -21.3% | -18.5% | -36.0% |
| 3Y | +71.7% | +19.6% | +52.1% | +31.8% |
| 5Y | +27.2% | +71.5% | -44.3% | -27.4% |
| All | +27.2% | +71.8% | -44.5% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling