+1,242.9%
CDNS vs SWKS
+37.5%
+1,205.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +4.9% |
| 7D | +2.1% | -2.7% | +4.9% | +3.4% |
| 30D | -4.6% | +8.5% | -13.1% | -8.0% |
| 3M | -0.8% | +17.3% | -18.1% | -9.8% |
| 6M | -7.2% | +25.1% | -32.3% | -19.6% |
| YTD | +7.7% | +33.3% | -25.7% | -11.3% |
| 1Y | +3.5% | +22.9% | -19.4% | -11.4% |
| 3Y | +31.2% | +5.5% | +25.7% | +11.1% |
| 5Y | +84.5% | -41.9% | +126.4% | +106.6% |
| 10Y | +1,242.9% | +32.4% | +1,210.5% | +910.9% |
| All | +1,242.9% | +37.5% | +1,205.4% | +910.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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