+1,044.2%
CDNS vs MKSI
+524.1%
+520.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +0.7% |
| 7D | -1.1% | +2.7% | -3.8% | -2.2% |
| 30D | -10.4% | -12.8% | +2.4% | -5.8% |
| 3M | -24.6% | -22.5% | -2.1% | -19.5% |
| 6M | -1.6% | +19.4% | -21.0% | -13.5% |
| YTD | -7.4% | +67.7% | -75.1% | -30.5% |
| 1Y | -18.4% | +131.4% | -149.8% | -47.6% |
| 3Y | +19.0% | +197.3% | -178.4% | -36.8% |
| 5Y | +73.4% | +87.0% | -13.6% | +8.4% |
| All | +1,044.2% | +524.1% | +520.1% | +296.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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