+77.1%
CDNS vs LII
+17.0%
+60.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.6% |
| 7D | +1.0% | +2.9% | -2.0% | -0.2% |
| 30D | -2.0% | +0.9% | -2.9% | -2.9% |
| 3M | -0.2% | -15.5% | +15.3% | +6.2% |
| 6M | -8.9% | -30.2% | +21.3% | +3.1% |
| YTD | +3.3% | -26.8% | +30.2% | +12.2% |
| 1Y | +2.2% | -25.3% | +27.5% | +9.6% |
| 3Y | +22.4% | -7.8% | +30.1% | +11.3% |
| All | +77.1% | +17.0% | +60.1% | +37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling