+55.9%
VZ vs CDNS
+27.9%
+28.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.7% | -0.7% |
| 7D | +2.1% | -2.4% | +4.6% | +1.9% |
| 30D | +1.4% | -10.2% | +11.5% | +0.6% |
| 3M | -1.3% | -5.5% | +4.2% | -1.5% |
| 6M | -0.5% | -9.9% | +9.3% | -0.9% |
| YTD | +19.6% | +2.3% | +17.3% | +21.0% |
| 1Y | +22.4% | -1.4% | +23.8% | +23.5% |
| 3Y | +55.9% | +28.1% | +27.8% | +59.6% |
| All | +55.9% | +27.9% | +28.0% | +59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling