+1,026.6%
CDNS vs LII
+171.3%
+855.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.1% | -4.5% |
| 7D | -14.0% | -0.7% | -13.3% | -13.8% |
| 30D | -13.2% | -12.6% | -0.6% | -8.4% |
| 3M | -28.9% | -24.4% | -4.5% | -21.6% |
| 6M | -4.2% | -28.7% | +24.5% | +7.2% |
| YTD | -6.4% | -19.1% | +12.8% | -1.6% |
| 1Y | -16.2% | -29.7% | +13.5% | -6.7% |
| 3Y | +20.2% | +4.8% | +15.4% | +8.6% |
| 5Y | +76.6% | +24.6% | +52.1% | +42.4% |
| All | +1,026.6% | +171.3% | +855.3% | +574.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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