+1,199.9%
CDNS vs SWK
+21.9%
+1,178.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -0.1% | -2.3% | +2.2% | +0.8% |
| 30D | -5.5% | +30.4% | -35.9% | -14.2% |
| 3M | +0.5% | +12.1% | -11.6% | -3.9% |
| 6M | -9.6% | +49.1% | -58.7% | -22.4% |
| YTD | +5.3% | +60.4% | -55.1% | -12.8% |
| 1Y | +3.4% | +78.3% | -74.9% | -17.9% |
| 3Y | +25.9% | +53.3% | -27.4% | -0.3% |
| 5Y | +85.8% | -27.0% | +112.7% | +93.1% |
| 10Y | +1,199.9% | +20.8% | +1,179.0% | +906.8% |
| All | +1,199.9% | +21.9% | +1,178.0% | +906.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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