+246.3%
HPE vs CDNS
+19.3%
+227.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.1% | -6.4% | -6.3% |
| 7D | +1.4% | -6.5% | +8.0% | +4.8% |
| 30D | +1.5% | -13.0% | +14.5% | +8.3% |
| 3M | +21.7% | -26.0% | +47.8% | +40.2% |
| 6M | +164.2% | -2.8% | +167.0% | +166.4% |
| YTD | +132.1% | -8.8% | +140.9% | +139.8% |
| 1Y | +130.6% | -15.8% | +146.5% | +147.9% |
| All | +246.3% | +19.3% | +227.0% | +195.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling