+11,995.3%
CDNS vs SUI
+4,038.8%
+7,956.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.4% |
| 7D | -0.1% | -2.4% | +2.4% | +0.9% |
| 30D | -5.5% | +3.3% | -8.8% | -7.2% |
| 3M | +0.5% | +0.7% | -0.2% | -0.5% |
| 6M | -9.6% | -4.1% | -5.5% | -9.2% |
| YTD | +5.3% | -1.8% | +7.1% | +4.3% |
| 1Y | +3.4% | -4.1% | +7.4% | +3.3% |
| 3Y | +25.9% | +17.4% | +8.5% | +11.9% |
| 5Y | +85.8% | -27.0% | +112.8% | +100.6% |
| 10Y | +1,199.9% | +121.2% | +1,078.7% | +724.0% |
| All | +11,995.3% | +4,038.8% | +7,956.5% | +3,011.1% |
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