-5.2%
SBUX vs CDNS
+71.8%
-76.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -6.3% | -7.2% | +0.9% | -4.4% |
| 30D | -3.9% | -14.3% | +10.4% | -0.1% |
| 3M | +3.3% | -27.2% | +30.5% | +11.8% |
| 6M | +1.4% | -4.5% | +6.0% | +0.2% |
| YTD | +21.0% | -9.0% | +29.9% | +20.5% |
| 1Y | +22.4% | -21.3% | +43.7% | +27.1% |
| 3Y | +13.2% | +19.6% | -6.4% | -3.8% |
| 5Y | -5.2% | +71.5% | -76.7% | -34.6% |
| All | -5.2% | +71.8% | -76.9% | -34.6% |
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