+1,036.6%
CDNS vs KMB
+12.7%
+1,023.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +1.1% |
| 7D | -7.2% | -8.6% | +1.4% | -5.3% |
| 30D | -14.3% | -7.5% | -6.7% | -12.8% |
| 3M | -27.2% | -0.6% | -26.6% | -27.3% |
| 6M | -4.5% | -1.5% | -3.0% | -4.7% |
| YTD | -9.0% | +1.6% | -10.6% | -9.9% |
| 1Y | -21.3% | -20.8% | -0.5% | -17.3% |
| 3Y | +19.6% | -12.4% | +32.0% | +19.3% |
| 5Y | +71.5% | -12.9% | +84.5% | +69.5% |
| 10Y | +1,036.6% | +14.7% | +1,021.9% | +939.9% |
| All | +1,036.6% | +12.7% | +1,023.9% | +939.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 10y: compounded portfolio wealth divided by compounded KMB 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…
10y analysis · Full analysis span regression · 6 months rolling