+7.3%
SBUX vs CDNS
+76.7%
-69.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +0.6% |
| 7D | +1.6% | +1.0% | +0.6% | +1.3% |
| 30D | +14.8% | -2.0% | +16.8% | +15.1% |
| 3M | -0.8% | -0.2% | -0.6% | -1.4% |
| 6M | +2.2% | -8.9% | +11.1% | +2.9% |
| YTD | +29.5% | +3.3% | +26.1% | +24.0% |
| 1Y | +27.0% | +2.2% | +24.8% | +22.0% |
| 3Y | +10.9% | +22.4% | -11.4% | -5.7% |
| All | +7.3% | +76.7% | -69.4% | -28.1% |
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