+41.1%
CDNS vs KVUE
-20.4%
+61.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | -1.1% | -5.1% | +4.0% | -1.0% |
| 30D | -10.4% | -6.3% | -4.1% | -10.3% |
| 3M | -24.6% | -0.5% | -24.1% | -24.6% |
| 6M | -1.6% | +3.1% | -4.7% | -1.7% |
| YTD | -7.4% | +6.7% | -14.1% | -7.6% |
| 1Y | -18.4% | -1.1% | -17.3% | -18.2% |
| 3Y | +19.0% | -8.7% | +27.7% | +19.4% |
| All | +41.1% | -20.4% | +61.6% | +43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling