+19.0%
CDNS vs SU
+120.0%
-101.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -1.1% | +2.2% | -3.4% | -1.4% |
| 30D | -10.4% | +8.4% | -18.9% | -11.6% |
| 3M | -24.6% | +12.1% | -36.7% | -26.1% |
| 6M | -1.6% | +19.7% | -21.3% | -5.5% |
| YTD | -7.4% | +58.4% | -65.8% | -16.6% |
| 1Y | -18.4% | +67.2% | -85.7% | -27.5% |
| 3Y | +19.0% | +125.0% | -106.1% | +3.2% |
| All | +19.0% | +120.0% | -101.0% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 3y: compounded portfolio wealth divided by compounded SU 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…
3y analysis · Full analysis span regression · 6 months rolling