+167.1%
RTX vs CDNS
+72.8%
+94.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.7% |
| 7D | -3.1% | -9.2% | +6.1% | -2.1% |
| 30D | -10.6% | -16.3% | +5.7% | -8.9% |
| 3M | +11.6% | -27.9% | +39.6% | +15.5% |
| 6M | -4.5% | -4.3% | -0.2% | -5.0% |
| YTD | +9.6% | -9.1% | +18.7% | +9.4% |
| 1Y | +30.8% | -21.2% | +52.0% | +33.0% |
| 3Y | +152.8% | +19.4% | +133.5% | +134.7% |
| 5Y | +167.1% | +71.6% | +95.5% | +130.5% |
| All | +167.1% | +72.8% | +94.3% | +130.5% |
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 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