+548.8%
PLTR vs CDNS
+71.8%
+477.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.6% |
| 7D | 0.0% | -7.2% | +7.2% | +6.4% |
| 30D | -3.3% | -14.3% | +11.0% | +9.4% |
| 3M | +28.4% | -27.2% | +55.6% | +65.1% |
| 6M | +8.4% | -4.5% | +12.9% | +8.0% |
| YTD | -4.6% | -9.0% | +4.3% | -3.3% |
| 1Y | +4.4% | -21.3% | +25.7% | +19.9% |
| 3Y | +1,020.5% | +19.6% | +1,000.9% | +666.5% |
| 5Y | +548.8% | +71.5% | +477.3% | +189.6% |
| All | +548.8% | +71.8% | +477.0% | +189.6% |
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 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