+1,026.6%
CDNS vs SUI
+108.4%
+918.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -14.0% | -2.8% | -11.2% | -13.1% |
| 30D | -13.2% | -1.2% | -12.0% | -12.8% |
| 3M | -28.9% | -1.7% | -27.2% | -28.8% |
| 6M | -4.2% | -10.5% | +6.3% | -0.9% |
| YTD | -6.4% | -1.8% | -4.5% | -6.6% |
| 1Y | -16.2% | -4.1% | -12.1% | -15.9% |
| 3Y | +20.2% | +11.3% | +8.9% | +10.4% |
| 5Y | +76.6% | -32.1% | +108.7% | +99.5% |
| All | +1,026.6% | +108.4% | +918.3% | +769.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling