+118.4%
ORLY vs CDNS
+69.8%
+48.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -2.1% | -6.5% | +4.4% | -1.3% |
| 30D | -7.6% | -13.0% | +5.4% | -6.1% |
| 3M | -5.5% | -26.0% | +20.5% | -2.2% |
| 6M | -9.7% | -2.8% | -6.9% | -10.4% |
| YTD | -6.2% | -8.8% | +2.6% | -6.3% |
| 1Y | -18.6% | -15.8% | -2.8% | -18.0% |
| 3Y | +33.8% | +19.7% | +14.1% | +22.7% |
| All | +118.4% | +69.8% | +48.6% | +78.4% |
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