+1,211.7%
CDNS vs SPMO
+575.8%
+635.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.4% |
| 7D | -9.2% | +3.4% | -12.6% | -12.4% |
| 30D | -16.3% | +0.5% | -16.8% | -16.8% |
| 3M | -27.9% | +1.9% | -29.8% | -30.9% |
| 6M | -4.3% | +27.8% | -32.1% | -28.2% |
| YTD | -9.1% | +26.7% | -35.8% | -31.0% |
| 1Y | -21.2% | +28.9% | -50.1% | -41.3% |
| 3Y | +19.4% | +160.7% | -141.3% | -57.2% |
| 5Y | +71.6% | +150.2% | -78.6% | -35.2% |
| 10Y | +1,005.1% | +517.5% | +487.5% | +133.8% |
| All | +1,211.7% | +575.8% | +635.9% | +166.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SPMO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling