+10,266.7%
RTX vs CDNS
+6,098.4%
+4,168.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | 0.0% |
| 7D | -5.2% | -14.0% | +8.9% | -2.8% |
| 30D | -9.4% | -13.2% | +3.8% | -7.3% |
| 3M | +12.3% | -28.9% | +41.2% | +18.3% |
| 6M | -3.1% | -4.2% | +1.0% | -3.4% |
| YTD | +10.7% | -6.4% | +17.0% | +10.3% |
| 1Y | +28.4% | -16.2% | +44.6% | +30.1% |
| 3Y | +147.1% | +20.2% | +126.9% | +130.2% |
| 5Y | +167.2% | +76.6% | +90.6% | +129.1% |
| 10Y | +274.7% | +1,029.7% | -755.0% | +132.7% |
| All | +10,266.7% | +6,098.4% | +4,168.3% | +3,886.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling