+24,538.0%
ORCL vs CDNS
+6,674.8%
+17,863.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -0.1% |
| 7D | -11.2% | -2.4% | -8.7% | -10.4% |
| 30D | -18.8% | -10.2% | -8.7% | -15.9% |
| 3M | -18.8% | -5.5% | -13.3% | -17.6% |
| 6M | -39.7% | -9.9% | -29.9% | -37.8% |
| YTD | -39.6% | +2.3% | -42.0% | -40.3% |
| 1Y | -51.7% | -1.4% | -50.3% | -51.6% |
| 3Y | +10.2% | +28.1% | -17.9% | -0.2% |
| 5Y | +30.8% | +79.7% | -48.9% | +4.4% |
| 10Y | +252.1% | +1,183.3% | -931.2% | +43.6% |
| All | +24,538.0% | +6,674.8% | +17,863.2% | +3,284.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling