+32.7%
ORCL vs CDNS
+20.2%
+12.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.0% | +7.1% | +5.3% |
| 7D | +5.3% | -14.0% | +19.3% | +14.3% |
| 30D | +10.0% | -13.2% | +23.1% | +18.6% |
| 3M | -32.6% | -28.9% | -3.7% | -18.8% |
| 6M | +4.9% | -4.2% | +9.1% | +7.5% |
| YTD | -17.8% | -6.4% | -11.4% | -15.1% |
| 1Y | -28.0% | -16.2% | -11.8% | -22.6% |
| All | +32.7% | +20.2% | +12.4% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling