+573.1%
CDNS vs SE
+569.0%
+4.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.2% | +1.1% |
| 7D | -7.2% | -3.6% | -3.6% | -6.5% |
| 30D | -14.3% | -5.3% | -8.9% | -13.6% |
| 3M | -27.2% | +28.1% | -55.3% | -31.5% |
| 6M | -4.5% | +20.7% | -25.2% | -9.4% |
| YTD | -9.0% | -14.8% | +5.8% | -7.4% |
| 1Y | -21.3% | -43.6% | +22.2% | -12.8% |
| 3Y | +19.6% | +184.2% | -164.6% | -10.5% |
| 5Y | +71.5% | -66.3% | +137.8% | +89.3% |
| All | +573.1% | +569.0% | +4.1% | +270.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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