+10,652.2%
CDNS vs SUI
+4,037.5%
+6,614.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | -14.0% | -2.8% | -11.2% | -13.0% |
| 30D | -13.2% | -1.2% | -12.0% | -12.8% |
| 3M | -28.9% | -1.7% | -27.2% | -28.7% |
| 6M | -4.2% | -10.5% | +6.3% | -0.4% |
| YTD | -6.4% | -1.8% | -4.5% | -6.7% |
| 1Y | -16.2% | -4.1% | -12.1% | -15.9% |
| 3Y | +20.2% | +11.3% | +8.9% | +9.8% |
| 5Y | +76.6% | -32.1% | +108.7% | +97.9% |
| 10Y | +1,029.7% | +110.4% | +919.2% | +635.7% |
| All | +10,652.2% | +4,037.5% | +6,614.7% | +2,684.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling