+362.8%
HPE vs CDNS
+71.8%
+291.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.0% |
| 7D | +13.6% | -7.2% | +20.8% | +17.3% |
| 30D | +7.7% | -14.3% | +22.0% | +14.8% |
| 3M | +22.4% | -27.2% | +49.6% | +39.6% |
| 6M | +172.6% | -4.5% | +177.1% | +176.8% |
| YTD | +147.5% | -9.0% | +156.5% | +154.9% |
| 1Y | +151.8% | -21.3% | +173.1% | +175.3% |
| 3Y | +267.1% | +19.6% | +247.5% | +230.2% |
| 5Y | +362.8% | +71.5% | +291.2% | +258.5% |
| All | +362.8% | +71.8% | +291.0% | +258.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling