+17.0%
CDNS vs SYY
+26.6%
-9.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | +0.2% |
| 7D | -7.2% | -0.2% | -7.0% | -7.2% |
| 30D | -14.3% | -2.7% | -11.5% | -14.3% |
| 3M | -27.2% | +5.9% | -33.1% | -27.1% |
| 6M | -4.5% | -2.3% | -2.2% | -4.5% |
| YTD | -9.0% | +13.1% | -22.0% | -8.6% |
| 1Y | -21.3% | +3.8% | -25.1% | -21.0% |
| All | +17.0% | +26.6% | -9.6% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 3y: compounded portfolio wealth divided by compounded SYY 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…
3y analysis · Full analysis span regression · 6 months rolling