+36.6%
ORLY vs CDNS
+21.2%
+15.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.3% |
| 7D | -2.4% | -1.1% | -1.2% | -2.3% |
| 30D | -6.8% | -10.4% | +3.7% | -6.3% |
| 3M | -4.8% | -24.6% | +19.8% | -3.6% |
| 6M | -9.1% | -1.6% | -7.5% | -9.7% |
| YTD | -5.9% | -7.4% | +1.5% | -6.3% |
| 1Y | -20.4% | -18.4% | -2.0% | -20.2% |
| 3Y | +36.6% | +19.0% | +17.6% | +27.6% |
| All | +36.6% | +21.2% | +15.4% | +27.6% |
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