+563.1%
HPE vs CDNS
+1,060.3%
-497.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.6% | +10.9% | +11.8% |
| 7D | +19.4% | -1.1% | +20.5% | +19.9% |
| 30D | +5.6% | -10.4% | +16.1% | +10.4% |
| 3M | +33.1% | -24.6% | +57.7% | +48.7% |
| 6M | +192.5% | -1.6% | +194.1% | +192.8% |
| YTD | +160.9% | -7.4% | +168.3% | +166.3% |
| 1Y | +155.0% | -18.4% | +173.4% | +173.8% |
| 3Y | +289.4% | +19.0% | +270.4% | +251.1% |
| 5Y | +395.7% | +73.4% | +322.3% | +275.3% |
| All | +563.1% | +1,060.3% | -497.2% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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