+84.5%
CDNS vs SWK
-23.3%
+107.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.8% | +2.4% | +4.4% |
| 7D | +2.1% | +10.7% | -8.5% | -0.8% |
| 30D | -4.6% | +33.3% | -38.0% | -12.3% |
| 3M | -0.8% | +14.7% | -15.5% | -4.8% |
| 6M | -7.2% | +48.5% | -55.7% | -17.9% |
| YTD | +7.7% | +63.9% | -56.2% | -8.1% |
| 1Y | +3.5% | +80.4% | -76.9% | -14.3% |
| 3Y | +31.2% | +58.1% | -26.9% | +6.4% |
| 5Y | +84.5% | -24.5% | +109.0% | +102.0% |
| All | +84.5% | -23.3% | +107.8% | +102.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling