+155.0%
HPE vs CDNS
-15.5%
+170.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.6% | +10.9% | +11.7% |
| 7D | +19.4% | -1.1% | +20.5% | +20.0% |
| 30D | +5.6% | -10.4% | +16.1% | +11.0% |
| 3M | +33.1% | -24.6% | +57.7% | +51.5% |
| 6M | +192.5% | -1.6% | +194.1% | +201.2% |
| YTD | +160.9% | -7.4% | +168.3% | +174.6% |
| 1Y | +155.0% | -18.4% | +173.4% | +189.9% |
| All | +155.0% | -15.5% | +170.4% | +189.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling