+908.7%
VZ vs CDNS
+6,674.8%
-5,766.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.7% | -1.2% |
| 7D | +2.1% | -2.4% | +4.6% | +2.4% |
| 30D | +1.4% | -10.2% | +11.5% | +2.2% |
| 3M | -1.3% | -5.5% | +4.2% | -1.0% |
| 6M | -0.5% | -9.9% | +9.3% | -0.1% |
| YTD | +19.6% | +2.3% | +17.3% | +18.1% |
| 1Y | +22.4% | -1.4% | +23.8% | +21.2% |
| 3Y | +55.9% | +28.1% | +27.8% | +48.0% |
| 5Y | +20.4% | +79.7% | -59.3% | +9.0% |
| 10Y | +66.9% | +1,183.3% | -1,116.4% | +20.7% |
| All | +908.7% | +6,674.8% | -5,766.0% | +444.4% |
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