+82.0%
CDNS vs SOUN
-28.2%
+110.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | -1.1% | -7.1% | +6.0% | -0.8% |
| 30D | -10.4% | -15.4% | +5.0% | -9.7% |
| 3M | -24.6% | -10.6% | -14.0% | -24.2% |
| 6M | -1.6% | -19.6% | +18.0% | -0.9% |
| YTD | -7.4% | -37.2% | +29.8% | -5.9% |
| 1Y | -18.4% | -57.1% | +38.6% | -15.9% |
| 3Y | +19.0% | +178.2% | -159.3% | +12.4% |
| All | +82.0% | -28.2% | +110.2% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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