-43.3%
ORCL vs CDNS
+3.9%
-47.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.8% |
| 7D | +10.4% | +7.0% | +3.3% | +5.6% |
| 30D | -11.2% | -0.3% | -11.0% | -11.2% |
| 3M | -16.8% | +3.2% | -19.9% | -19.3% |
| 6M | -31.5% | -6.9% | -24.6% | -28.5% |
| YTD | -33.9% | +6.6% | -40.5% | -38.4% |
| 1Y | -43.3% | +5.6% | -48.9% | -46.5% |
| All | -43.3% | +3.9% | -47.1% | -46.5% |
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