+283.9%
RTX vs CDNS
+1,013.9%
-730.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -1.6% | -7.2% | +5.6% | +0.1% |
| 30D | -11.6% | -14.3% | +2.7% | -8.6% |
| 3M | +9.2% | -27.2% | +36.4% | +16.8% |
| 6M | -4.4% | -4.5% | +0.1% | -5.1% |
| YTD | +8.9% | -9.0% | +17.8% | +8.7% |
| 1Y | +32.1% | -21.3% | +53.4% | +36.4% |
| 3Y | +151.2% | +19.6% | +131.6% | +120.5% |
| 5Y | +162.9% | +71.5% | +91.4% | +96.4% |
| 10Y | +283.9% | +1,036.6% | -752.6% | +41.0% |
| All | +283.9% | +1,013.9% | -730.0% | +41.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling