+39.0%
CDNS vs KVUE
-20.4%
+59.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -6.5% | -6.1% | -0.4% | -6.4% |
| 30D | -13.0% | -5.6% | -7.4% | -12.9% |
| 3M | -26.0% | -0.3% | -25.7% | -26.0% |
| 6M | -2.8% | +1.4% | -4.2% | -2.9% |
| YTD | -8.8% | +6.7% | -15.6% | -9.0% |
| 1Y | -15.8% | +1.0% | -16.8% | -15.7% |
| 3Y | +19.7% | -5.4% | +25.1% | +19.9% |
| All | +39.0% | -20.4% | +59.4% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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