+42,297.2%
SBUX vs CDNS
+6,404.4%
+35,892.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -0.3% |
| 7D | -3.1% | -14.0% | +10.9% | +0.3% |
| 30D | -0.9% | -13.2% | +12.3% | +2.3% |
| 3M | +11.6% | -28.9% | +40.5% | +20.2% |
| 6M | +8.8% | -4.2% | +13.0% | +8.4% |
| YTD | +26.3% | -6.4% | +32.7% | +25.9% |
| 1Y | +23.1% | -16.2% | +39.3% | +25.5% |
| 3Y | +15.0% | +20.2% | -5.2% | +4.9% |
| 5Y | +0.4% | +76.6% | -76.3% | -17.6% |
| 10Y | +130.7% | +1,029.7% | -899.0% | +21.7% |
| All | +42,297.2% | +6,404.4% | +35,892.8% | +11,328.6% |
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 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