+73.1%
CDNS vs SYK
+3.4%
+69.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +1.1% |
| 7D | -6.5% | -12.3% | +5.8% | -0.2% |
| 30D | -13.0% | -22.4% | +9.4% | -1.2% |
| 3M | -26.0% | -12.3% | -13.7% | -22.4% |
| 6M | -2.8% | -24.3% | +21.5% | +10.5% |
| YTD | -8.8% | -22.8% | +13.9% | +2.1% |
| 1Y | -15.8% | -28.8% | +13.0% | -1.0% |
| 3Y | +19.7% | -4.0% | +23.7% | +13.9% |
| All | +73.1% | +3.4% | +69.7% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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