+6,717.9%
CDNS vs SHW
+21,742.9%
-15,025.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.5% | +1.8% |
| 7D | +7.0% | +0.7% | +6.3% | +6.7% |
| 30D | -0.3% | +8.4% | -8.7% | -4.1% |
| 3M | +3.2% | -2.2% | +5.4% | +3.5% |
| 6M | -6.9% | +13.3% | -20.2% | -13.1% |
| YTD | +6.6% | +9.2% | -2.6% | +0.4% |
| 1Y | +5.6% | +2.9% | +2.7% | +2.0% |
| 3Y | +27.4% | +41.1% | -13.7% | +6.3% |
| 5Y | +83.7% | +11.0% | +72.8% | +67.3% |
| 10Y | +1,215.9% | +341.2% | +874.7% | +563.5% |
| All | +6,717.9% | +21,742.9% | -15,025.0% | +494.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling