-1.1%
CDNS vs SHW
+7.3%
-8.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.6% | -4.9% | +1.4% |
| 7D | -3.8% | +13.3% | -17.1% | -4.3% |
| 30D | -6.8% | +14.1% | -20.9% | -7.7% |
| 3M | -3.3% | +0.8% | -4.0% | -2.9% |
| 6M | -5.7% | +17.6% | -23.4% | -6.1% |
| YTD | +5.4% | +13.0% | -7.6% | +3.0% |
| 1Y | -1.1% | +7.0% | -8.1% | -2.1% |
| All | -1.1% | +7.3% | -8.4% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 1y: compounded portfolio wealth divided by compounded SHW 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…
1y analysis · Full analysis span regression · 6 months rolling